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

To: Paul Fiondella who wrote (18054)	10/21/1997 1:06:00 AM
From: DJBEINO	Respond to of 42771

Novell Launches Jefferson Project techweb.com

To: Paul Fiondella who wrote (18054)	10/21/1997 9:16:00 AM
From: dwight vickers	Respond to of 42771

Hard to keep a $12 billion company growing as fast as when it was smaller. Logically all you need is the Law of Big Numbers to eventually destroy companies with P/E's of 50. God forbid anything else goes wrong. But then, 50% margins invite competition from everywhere. There's a time to reap and a time to sow, a time to buy and a time to sell, as the last, unpublished verse of that song would have said. Dwight

To: Paul Fiondella who wrote (18054)	10/21/1997 11:07:00 AM
From: E_K_S	Read Replies (2) \| Respond to of 42771

To Paul, Joe and ALL: 20% increase in Service Revenues reported today....no not by Novell but by IBM! IBM has continued to show strong growth in their service revenues which is based on providing software & hardware solutions to their enterprise customers. It appears that Novell is slowly moving in this direction based on a recent post up thread regarding Novell's activity in Asia. IMO it is way too slow and even though many of the VAR and distributors are making noice, Novell must implement such a strategy for their long term survival. Data security is going to be the No.1 key issue for transacting business over the internet. Novell seems to have the most secure and eaisly managed technology to date and perhaps this is another area where Novell can leverage future growth. I would still like to see a small business product from Novell that incorporates many of the large enterprise features (especially secure transaction mode) into a Windows'95 compliant server product (probably using a JVM machine design) that can be eaisly installed and upgraded by the novice hacker. EKS

To: Paul Fiondella who wrote (18054)	10/21/1997 10:47:00 PM
From: Scott C. Lemon	Read Replies (1) \| Respond to of 42771

Hello Paul, > 200,000 Beta copies of NT5 were distributed in this Quarter > > So said MSFT in the conference call. Of course you understand that they are giving these CD's away like air ... Every Microsoft developer was shipped this ... whether they wanted it or not ... whether they ever install it or not ... I'm not saying this as sour grapes ... but political spin on the statements is great! Anywhere they give away or ship a copy (requested or not) is a copy that was "distributed" ... I know ... we should be talking about how many copies of BorderManager have been "distributed" ... ;-) Scott C. Lemon