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

To: RIT who wrote (34585)	11/2/2000 4:19:02 PM
From: kilo_watt	Respond to of 42771

Well, I'm intimately familiar with Novell's volume license agreement pricing structures. I was basing my estimates on the actual sale price, not the retail list price, one could reasonably expect. I am also intimately familiar with the fact that most GroupWise deals are not won on pricing. Further, GroupWise is one of the more expensive products on the price list. So, the reality is not that Novell has changed the pricing structure such that its selling lots more seats at lower prices. I don't have any problem with accounting for where the licenses come from. If they are generated through bundling with SB edition, fine by me. I still don't buy 8,000,000 net new seats.