Novell (NOVL) dirt cheap, good buy? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Fernando Saldanha who wrote (24927)	1/9/1999 10:09:00 AM
From: EPS	Read Replies (1) of 42771

Hi Fernando, Please look up the links that Peter Strifas just posted, for example novell.com This year alone expect earnings to go up by at least 125%.. The big battle is now centered in the directory systems arena. If NOVL succeeds in establishing its directory system NDS as a standard then watch out... Windows NT 5 (oops sorry Windows 2000) and Active Directories are nowhere to be seen yet. Since these systems need extensive testing to mature and prove themselves in the field, you can safely say that Active Directories are at least a few years behind NDS. Of course NOVL needs to take decisive action NOW to solidify its current advantage.. Interesting situation: the result is by no means certain. I'll say that NOVL still makes at these levels a compelling investment. While it is true that Gates makes a formidable competitor most people here will agree that he has done so well in great part because of incredible strategic mistakes by his main enemies. In particular, the spectacular past mistakes of NOVL are well documented. The enemy within was stronger than anything Gates had to offer. This is hopefully now behind us. Regards Victor

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next