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Non-Tech : Dorsey Wright & Associates. Point and Figure -- Ignore unavailable to you. Want to Upgrade?

To: Rich1 who wrote (3983)	1/1/2000 11:30:00 AM
From: Ditchdigger	Respond to of 9427

Hi Rich,someone else agrees with us,,,and they write better than I<g>..(and he doesn't even mention the caching goodies<g> or lack of debt and ample on hand cash) "Another Favorite Another favorite stock of mine will come as no surprise to readers of this column. I have been bullish on Novell (NASDAQ: NOVL - Quotes, News, Boards) for the past few years. Novell is essentially a B2B company, a real facilitator. As it continues to execute and the Street catches on to CEO Eric Schmidt's vision, shares will make new highs. While shares have come to life recently, surging into the upper-$30s, the best is yet to come. While I made the analogy between Trimble and Qualcomm, I am not sure what highflying software stock to compare Novell to. So instead I'll use a sector. Novell is a leader in B2B software. It is the dominant provider of operating software to Fortune 1000 companies. Novell is also a leader in the directory services market, a kind of electronic Yellow Pages that keeps track of all data stored on servers--crucial stuff for network administrators. According to International Data Corp., this market is exploding, with estimates calling for $5 billion in revenue in 2000,a five-fold increase over the past two years. Novell's product for this market is called NDS, and is compatible with multiple operating systems, such as Linux. Novell has a tremendous installed base and tons of innovation. Expect the company to continue to introduce new products and plow them through their installed base. In an environment of huge valuations for software companies, Novell is cheap. Novell is an innovator, a company on the cutting edge. Yet, it trades at only 30 or so times next year's earnings estimates." iiadmin.individualinvestor.com