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

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

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To: EPS who wrote (26266)	3/25/1999 12:44:00 AM
From: PJ Strifas	Read Replies (1) of 42771

Hello! I haven't had any time to do any number crunching on my own but from what I've heard and posted, they expect the Internet Caching appliance to be part of their BorderManger sales. I think they group this together with their NDS-based applications (such as ZENworks, GroupWise etc) and not their OS sales. They have been talking about a shift in revenues where the OS sales will dip to less than 40% while these other products and non-NetWare NDS sales will grow to over 40% (with services bringing up the rest). I don't have anything more than what I posted here in terms of actual $$ amounts but if we use this past Fiscal Year as a based and begin to add the increases I posted yesterday, we can draw a rough line to where the growth in revenues will take the EPS. Here's what I posted earlier: Some stats on future revenues (projections): Network OS +15% growth rate --> $2billion by 2002 Directory-enabled apps +40% --> $40billion by 2002 Services +30% --> $2billion by 2002 I'm not that strong technically in market analysis but... Peter J Strifas

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