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 4:45:00 AM
From: Phil Jacobson	Read Replies (2) of 42771

Victor, I don't have, nor would I post revenue numbers if I had them. But I will tell you this. The guy who is the lead saleperson for the caching appliance, and is demo'ing it here at Brainshare is actually my main POC at Novell. On Weds he was constantly surrounded by people who were extremely impressed by his presentation of the product. He had some VERY big dollar signs in his eyes and this is a guy motivated a lot by money (why not - he's a salesperson). In addition, without exception, the SE's I've talked to are absolutely convinced this box is so far ahead of the market that nothing else is in the same league. I don't have the details but there's a lot of talk about a caching "bakeoff" that is taking place in a few weeks where an independent person or company will measure the caching devices of several companies. Apparently, Inktomi and one or two others have seen the criteria for measurement and have actually pulled out. Phil

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