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

To: Paul Fiondella who wrote (31070)	4/16/2000 3:43:00 PM
From: Spartex	Read Replies (2) \| Respond to of 42771

Paul-- zwolff meant year00 p/e, with earnings that are estimated to be around 72-73 cents. <<Note, as was posted yesterday, NOVLs '00 PE is now @ 26>> So take current price of 19 1/8 and divide by 0.73, and you come up with 26.2 for this year, which is almost 1/2 over. We're pretty much identical, if not just below, avg. of S&P500 p/e's. Pretty pathetic for a internet infrastructure company. Any sense from BrainShare how this quarter's sales were coming through? I'm sure you heard the NYC analyst meeting audio which said that beginning of Feb revenues were weak like end of Jan, but March was back on track, and most of their revenues (1/2) come in the last month (April) of the quarter. I just hope that the sales folks are locking in some deals right now. Seems that the company is being tight fisted with the advertisment expenditures. Did they say anything about their new "ad campaign"? Regards, QuadK