Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 (36554)	5/21/2001 11:51:13 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

Novell earnings I'm not going to shoot from the hip but $.03 sounds high to me. The general business climate for capital spending is weak. Novell has to bump up its consulting force to get more revenue out of the directory. So they will be nicely positioned for a recovery in corporate spending. I fell that the company has done the right thing in acquiring CTP. They needed to have a better sales and consulting force to mine that installed base of 134 million clients for selling ebusiness directory based solutions. The key thing coming out of the CC tomorrow will not be earnings but how well they will integrate the two companies and how quickly they can get over the integration hurdles.