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

To: Paul Fiondella who wrote (29770)	1/4/2000 4:20:00 PM
From: PJ Strifas	Respond to of 42771

BrainShare for the investor can be fun - you get to meet the Product Managers, talk to the people developing the products as well. You can sit in seminars regarding Real World uses of Novell products. Check in with DeveloperNet and it's people. Also the partner's pavillon is a very interesting place to check out what other people are doing for and with Novell products. Talking with them can be very insightful. There's much to do but don't expect it to be like a shareholders meeting :) Regards, Peter J Strifas

To: Paul Fiondella who wrote (29770)	1/4/2000 5:47:00 PM
From: EPS	Read Replies (1) \| Respond to of 42771

>the caching business >Well you will get to see what it contributes to the bottom >line this quarter. I think that at this stage of the game the important number is going to be the rate of growth of revenues and earnings derived from the caching business..

To: Paul Fiondella who wrote (29770)	1/5/2000 11:36:00 AM
From: Scott C. Lemon	Respond to of 42771

Hello Paul, > By the way what is Brainshare like for someone investing in Novell. > Is it worth the trip? Or will it simply tell me what I already > know? Overall, BrainShare is a more technical conference which offers morning keynotes on several of the mornings, and then a large number of breakout sessions which review the products, features, and some implementation/solutions. For the average investor, I'm not sure how much of the information would be valuable ... they will probably have some partner announcements. Over the last several years, the quality of the keynotes - presence of non-Novell speakers - has gone down. They actually used to have a number of industry leaders speak - including George Gilder one year! Lately it's been a place for "future" demos, and then technical content ... the keynotes have been available via streaming video and are open to the public. I'll read the other answers to your question and see if anyone else had good reasons for investors to go ... Scott C. Lemon