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

To: Joe Antol who wrote (18362)	11/5/1997 11:08:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 42771

Hello Joe, been a while. The article you posted outlines the latest supporting data suggesting the scenario Alphonse painted recently might be reality. This quote is unbelievable. >>Novell officials apparently agree. ''We know the only real advantage our product has over the Novonyx one is price at this point,'' said Jim Greene, product marketing manager for Novell's platform division. << Apparently, after creating this situation to help decrease sales, they then put the web server folks silently on plans for the new buildings. The following statements seem to suggest they haven't even started work on their next version of Web server. >>Novell officials say they will deliver a new version of the Novell Web Server that can rival the Novonyx offer. They just do not know when or what the product will contain. ''We know we have to reevaluate the features we need to add to our Web server that will present a stronger argument for existing users to stick with us,'' Greene said.<< What is it with Novell? If I remember correctly, Novonyx will be located within Novell buildings. Several ex-key Novell employees are on the Novonyx board and management. The situation seems painfully obvious. They seem to be downplaying all of their products except border manager. Isn't there a big trade show in the next week or so? If Novell dosen't have some big products ready, It's probably over. Thanks for the article Joe. As always...good luck. sf

To: Joe Antol who wrote (18362)	11/5/1997 11:41:00 PM
From: Don Earl	Read Replies (1) \| Respond to of 42771

Hi Joe, I sent the following request for information to Novonyx: ______________________________________________________________________ As a holder of 10K shares of NOVL it is of major concern to me that the sole purpose of Novonyx at this point appears to be releasing products in direct competition with Novell as fast as possible. The PR fluff available on Novonyx is a far cry from a reasonable explanation for a publicly held company (Novell) to set up a secret organization (Novonyx) to act as direct competition. If the FAQ section of the Novonyx site were accessible I am sure the most frequently asked questions would include some of the following: Were former Novell employees given generous severance allowances before being sent to Novonyx? How much money did Novell invest in Novonyx and what percent of ownership does Novell have in Novonyx? What rights and control does Novells' ownership give Novell over Novonyx? Will Novell receive revenue from Novonyx and how much? Other than Novell, who owns Novonyx and what investment was made for what percent of ownership? I will post a copy of this request for information on the Internet and will follow it up with your response or lack of response. Regards, Don Earl ______________________________________________________________________ It'll be interesting to see what comes back. Jims' reference to bad numbers leaking out doesn't sound good. Then again all the leaks last quarter were the exact opposite of the results. Zacks just upgraded NOVL from Strong Sell to Hold for whatever that's worth. I also notice that the EPS estimates in the fundamental section have increased to .04, which also doesn't mean much and is why they call it a "surprise". I really don't see how they could blow such easy numbers, but their marketing still stinks and there is no way to gain new business without effective advertizing. From the Novonyx website: <The impact of Novell and Netscape working together will be far greater than what either company could achieve independently.> novonyx.com Although the company "Is not for sale", there has never been any attempt to deny the possibility of a merger. In spite of the lack of detailed information surrounding the Novonyx deal, it does appear that the two technologies blend well. The charts don't look all that great right now, and I don't like being behind, but after all this time I just have to see the numbers on the 26th. If it's bad I'll play the hell out of it for 1/4s until I'm even again. Regards, Don