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

To: Scott C. Lemon who wrote (30981)	4/10/2000 2:22:00 AM
From: Marc Newman	Respond to of 42771

A few quick notes from the rebroadcast of the analysts' meeting: Management said that the quarter did begin to pick up in March. April will tell the tale because typically 50% of the biz in in the last month. Novell is bidding on a directory for each citizen of a major European nation. The idea is that each person could pay his/her taxes, etc. online. Also bidding with major telcos, who, like governments, take longer to award contracts. NetWare 3 server base is something like three million of which half would be good targets for NetWare 5 small biz edition. And of course management said its caching technology was generally ten times as potent as competitors'. And that unlike Microsoft's claims, storage is not a commodity. Look at EMC's stock price, for example. Marc