SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Novell (NOVL) dirt cheap, good buy? -- Ignore unavailable to you. Want to Upgrade?

To: PJ Strifas who wrote (34581)11/2/2000 3:43:10 PM
From: kilo_watt  Read Replies (1) | Respond to of 42771
 
That data sounds fishy.

8 million new seats of GroupWise last year??? The pricing models vary by licensing contract type, but you're talking about a MINIMUM of $480,000,000 in net new license revenues alone with an additional $96 million in associated maintenance revenues for almost $600 million in revenue associated with GroupWise alone.

That's fully half of total sales last year!!! And that doesn't include maintenance revenues from existing mailboxes.

You are telling me that the GroupWise franchise is worth $800-$1,000 million annually???



To: PJ Strifas who wrote (34581)11/2/2000 3:43:10 PM
From: kilo_watt  Read Replies (1) | Respond to of 42771
 
That data sounds fishy.

8 million new seats of GroupWise last year??? The pricing models vary by licensing contract type, but you're talking about a MINIMUM of $480,000,000 in net new license revenues alone with an additional $96 million in associated maintenance revenues for almost $600 million in revenue associated with GroupWise alone.

That's fully half of total sales last year!!! And that doesn't include maintenance revenues from existing mailboxes.

You are telling me that the GroupWise franchise is worth $800-$1,000 million annually???



To: PJ Strifas who wrote (34581)11/2/2000 4:05:13 PM
From: RIT  Read Replies (1) | Respond to of 42771
 
Following on about, the next GroupWise

As P J Strifas has said, the next GW looks good. The one thing Novell has under played, is the fact that it has API's at the server.

Server API's fix one of the biggest issues with the current GW. For most mail solutions you can purchase third party solutions for virus scanning and management. Without the API, the third party suppliers have not delivered for GW, or recommended GW to any customer who wanted to use their products.

Roger



To: PJ Strifas who wrote (34581)11/2/2000 10:42:58 PM
From: Paul Fiondella  Read Replies (2) | Respond to of 42771
 
So you think real news about Novell is Groupwise?

What are its revenues and how are they growing Peter?

Probably at the current rate and assuming Groupwise and Netware are around, they will have finally recovered what they paid for Aston-Tates empire in about 20 years.

Attend a few more of those seminars and you'll be ready for never never land.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News