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: BP Ritchie who wrote (18353)	11/6/1997 12:42:00 PM
From: Don Earl	Read Replies (2) \| Respond to of 42771

Hi BP, On marketing: I was doing some of my usual research in the usual top ten catagories on the NASDAQ site this morning. I ended up doing a quick read of the Ultrafem 10K. That this company is not a tech stock goes without saying but the marketing detail contained in the SEC filing was remarkable. NOVELL MARKETING EXECS WOULD DO WELL TO READ IT!!!!!!!!!!!!!!!!!! With an annual advertizing budget of about $26 million they were able to achieve 67% name recognition in an initial target area that covers 24% of the United States!!! When you consider that I am of a gender that has no use for INSTEAD and have seen so many ads that I know about the product, and that I'm on a computer daily and never see any ads for Novell, it is unbelievable! When you also consider that the entire market for Ultrafems' products is less than Novells' annual sales a few years ago, it is unforgivable! IR claims Novell can't afford a mass market ad campaigne. I say this is clear proof that Novell can easily and comfortably afford to mass market their products and probably do it for less than they are currently spending. Regards, Don