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

To: Paul Fiondella who wrote (30333)2/15/2000 12:10:00 PM
From: EPS  Respond to of 42771
 
While NOVL is expected to at least meet expectations (they themselves sort of pre announced this very fact a few weeks ago if I am not mistaken) I think the cc information on growth of revenue on ICS licenses is going to be the key for major upbreak of the stock.

Concerning this last point. Since some of NOVLs ICS partners have already reported earnings this quarter (e.g. CPQ and DELL) indirect info maybe available. Also other caching specialists have reported increased sales this quarter....



To: Paul Fiondella who wrote (30333)2/15/2000 12:30:00 PM
From: Scott C. Lemon  Read Replies (1) | Respond to of 42771
 
Hello Paul,

I'm curious about the breakdown that you posted ... do you know which apps would fall into the "Directory Apps" category? I would have thought that the ZEN line would fall into this category ... but if not, which apps do?

Any ideas?

Scott C. Lemon


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