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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: Paul Fiondella who wrote (23068)7/16/1998 12:06:00 PM
From: Bearded One  Read Replies (3) of 42771
 
Ok, I'll post support for an opinion of mine.
Opinion:
1) Relatively slow sales of Netware 4.X until the release of Netware 5.
2) Netware 5 will have huge sales, with "Microsoft style" purchasing and excitement by many many companies.

Support for 1: Why buy Netware 4.X when Netware 5 is around the corner? That basic fact will slow down sales of Netware further.

Support for 2: Netware 3.X and 4.X is not Y2K compliant. NT 5 is delayed. There are now enough articles about NT5 being delayed and being buggy for people to start believing them. Thus, businesses will be forced to upgrade from Netware 3.x and 4.x, and have nowhere to go but Netware 5.

Questions?
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