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Technology Stocks : Novell (NOVL) dirt cheap, good buy? -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (27816)	8/20/1999 12:58:00 PM
From: sepku	Read Replies (1) \| Respond to of 42771

ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha ha !!! sorry. just read your quote and lost it. a good weekend to all and hope you r rite sam .-)

To: Sam who wrote (27816)	8/20/1999 2:27:00 PM
From: DJBEINO	Read Replies (1) \| Respond to of 42771

Novell Close To E-Commerce Launch Mary Jo Foley, ZDNet Novell Inc. officials told financial analysts on Thursday that the company will launch its i-Chain commerce framework--which will be based on a new Novell certificate server--before the year is out. Also before the end of 1999, Novell is expecting to deliver its next versions of Novell Directory Services version 8 on Solaris and NT; its "Cobra" NetWare 5.1 release; and Orion NetWare 5 clustering product. And by mid-2000, Novell is expecting to have fielded 15 NDS directory-enabled products, officials added. Among these will be more Internet appliance products that will go through OEMs like Dell Computer. A beta program a network-attached storage appliance will commence in the next six months, Novell executives said. Novell officials talked about the company's commitments following its release of its third-quarter financials. Novell beat First Call estimates by a penny, earning $49 million, or 14 cents per share, on sales of $327 million. Third-quarter sales represented a 20 percent improvement over the year-ago quarter. In the third quarter, Novell derived $75 million in revenues from directory-enabled applications, its most recent of which was the Single Sign-On application announced in July. Novell's goal is to grow its directory-enabled-application revenues 40 percent from year-to-year, officials said. 'Business On The Net' Infrastructure "i-Chain will begin to unfold before the end of the year," Chris Stone, senior vice president of corporate strategy and development, told financial analysts late Thursday. Stone said i-Chain's goal is to move corporate directories from inside companies to outside the firewall, thereby providing a "business on the Net" infrastructure. I-Chain will provide a foundation for supply-chain, customer-relationship management and e-business applications, Stone said. At the core of i-Chain will be two core Novell technologies: its already announced dirXML metadirectory technology, which is slated to ship early next year; and a forthcoming X.509-based certificate server. "We want to be the certificate-generator for the Internet," Stone said. "Customers are saying this is long overdue." Additional Novell technologies which will fit into the i-Chain framework include a forthcoming crypto technology that Novell is planning to build into NDS, which it is calling NICCI (Novell International Crypto Interface). This will allow applications to be "imported and exported across the world," Novell officials said. Novell's digital-persona digitalme technology also will plug into the framework, company officials said, first in the form of some type of identity management servers, Novell executives said. dailynews.yahoo.com

To: Sam who wrote (27816)	8/20/1999 3:55:00 PM
From: EPS	Respond to of 42771

"so the MMs can screw the options holders one more time." hard to say for sure but the end of the game was more a result of NOVLs earning report than anything else. While the report was great and bodes well for the long term prospects of NOVL (watch for the forthcoming storage appliances that were discussed in yesterday's cc as well as NOVL entering strong into the business of managing security certificates through NDS, plus all the other stuff discussed extensively here) it is clear that NOVL decided to mellow down the earnings a bit. I think this is good management by Schmidt and company in order to insure a solid foundation for the future of the company. As for my NOVL August options.. I can't complain..I could have done better with my calls if I had sold more of them the other day..and..but the puts that I sold are going to be worth zero soon..and so it goes.. Cheers Victor Sepku: are you with the Soros bros?