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

To: E_K_S who wrote (18192)	10/29/1997 2:30:00 PM
From: E_K_S	Respond to of 42771

Novonyx Hits First Product Milestone as Web and Messaging Solutions Begin Customer Testing, Announces Product Roadmap through 1998 biz.yahoo.com From the article: "...Novonyx today announced its plans to ship the complete set of Netscape SuiteSpot intranet servers for the NetWare platform by year-end 1998..." ====================================================================== This investor wonders if any of this 'new' revenue will find it's way to Novell's income statement. SHOW ME THE MONEY! EKS

To: E_K_S who wrote (18192)	10/29/1997 3:05:00 PM
From: Don Earl	Respond to of 42771

Hi Eric, I agree. From a recent conversation with IR I got the impression that the companies new end of quarter discounting policy may have an affect on orders of Net Ware by resellers. The comments were vague so it would be my efforts to read between the lines more than anything said by the company. As I understand the new policy the company stopped giving discounts at the end of the quarter as it was causing inventory problems by resellers over buying at the end of the quarter to get the best price. On the up side, Novell should be getting better profit margins on the products they sell. On the down side, it could very well disrupt traditional buying patterns. In the long run purchases by end users is what matters but it is hard saying what will happen with this being the first quarter of the new policy being in effect. I don't think Wall Street cares how they make the numbers, as long as they make the numbers. If they can make up short falls in their core business with new products so much the better. In spite of the wide range of products that Novell sells the perception remains that they have Net Ware and nothing else. Although Schmidt has not purchased stock on the open market, his options give him a major stake in making the company sucessful. When every point is a million dollars, the incentive to make the right moves should be there. It remains a major concern to me that the companies focus seems to be forever on future products and future quarters and that they are constantly emphasizing that message to customers. If they concentrate on the now, the future will take care of itself. Promises are not a marketable commodity, products are. The message has to be "We have the best product on the market today." NOT "We might have something better next year." Regards, Don