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Gold/Mining/Energy : PKS-PeakSoft Multinet Corp. (was PeakSoft Corp.)

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To: Brian Warner who wrote (1429)4/5/1999 2:39:00 PM
From: Brian Warner  Read Replies (1) of 1470
 
Magic 25

Mar 31, 1999

Novell Inks More Deals

Novell certainly cannot be accused of rolling over for Microsoft (NASDAQ:MSFT - news)
. The company has been active in establishing alliances that will strengthen its position in the
directory market. Novell announced on Monday that it established a relationship with
PeakSoft Multinet (NASDAQ:PEAMF - news) . This relationship will combine the two
companies' software products and services. Novell's worldwide business customers will now
have access to software solutions created by PeakSoft. In turn, PeakSoft will have access to
marketing channels that it did not have before.

The company also announced at its annual BrainShare meeting that Dell Computer (NASDAQ:DELL - news) will license
Novell's Internet Caching System. This system will be sold with Dell's PowerEdge servers. The caching market has been
estimated to grow to $2 billion by 2002. Most importantly this relationship solidifies Novell's positioning and reputation in the
server software marketplace.

As web-based content grows it will be necessary for servers to utilize caching to a greater degree. Novell's Caching System
increases a Web servers capacity be as much as ten-fold and improves the speed and delivery of Internet content to system
users. Caching technology is also considered a cheap way to upgrade web servers and reduce bandwidth expenses. According
to Preferred Capital Markets Analyst, Joel Achramowicz, "Novell could very well double its caching business to $70 million +
in 1999".

Earlier today it was announced that Compaq's (NYSE:CPQ - news) servers will also support Novell's Caching System as well
as NDS version 8, a scalable Internet directory that allows a greater number of users. Though it should be noted that "None of
these deals are quantifiable", according to Mr. Achramowicz. The point is that Novell is an integral part in the development of
Internet technology, yet it is not being valued as such in the marketplace.

For the second quarter ending April 1999 Wall Street is forecasting that the company will earn $0.10 per share. We think this
estimate may prove conservative in light of the recent business momentum.

Analyst: Glenn S. Curtis

Updated on 3/29/99 with NOVL trading at $25.00 Recommended 11/16/98 at $14.38

fnews.yahoo.com
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