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

To: Don Earl who wrote (18495)	11/13/1997 12:48:00 PM
From: Rich Young	Read Replies (1) \| Respond to of 42771

Professional Investor Report -- 11/13/97 (Copyright (c) 1997, Dow Jones & Company, Inc.) This is a weekly ranking of the stocks within the Software industry, based on analysts' recommendations contributed within the past month to First Call's database. To be included on the list, a company must be rated by at least five analysts. Also included in the list are First Call analysts' estimates for the companies' current quarters. Estimates are operating income per share based on a survey of analysts. First Call Consensus Recommendation Scale 1.0-2.4 = Buy 2.5-3.4 = Hold 3.5-5.0 = Sell Latest # Analysts First Call # Analysts Consensus Covering EPS Estimate Covering --------- ---------- ------------ ---------- (Q: MERQ) 1.7 7 $0.27 4Q 8 (Q: XCIT) 1.7 7 ($0.22) 4Q 7 (Q: PMTC) 1.7 10 $0.46 1Q 10 (Q: ITWO) 1.7 11 $0.15 4Q 12 (Q: BMCS) 1.7 21 $0.57 3Q 19 (Q: MSFT) 1.7 25 $0.82 2Q 25 (Q: ORCL) 1.7 26 $0.23 2Q 25 (Q: DWRX) 1.8 5 $0.31 4Q 6 (Q: HNCS) 1.8 5 $0.16 4Q 6 (Q: HYSW) 1.8 5 $0.20 2Q 6 (Q: NRES) 1.8 5 $0.24 1Q 4 (Q: OMKT) 1.8 5 ($0.13) 4Q 5 (Q: SYMC) 1.8 5 $0.36 3Q 6 (Q: HUMCF) 1.8 9 $0.57 1Q 3 (Q: RAPT) 1.8 9 $0.11 4Q 11 (Q: ARSW) 1.8 11 $0.21 3Q 12 (A: KEA) 1.8 13 $0.18 4Q 12 (N: CSC) 1.8 16 $0.87 3Q 17 (Q: WNDR) 1.9 7 $0.22 4Q 6 (Q: COGNF) 1.9 12 $0.26 3Q 7 (Q: BAANF) 1.9 17 $0.29 4Q 18 (Q: AVNT) 2.0 5 $0.34 4Q 5 (Q: INTU) 2.0 11 ($0.27) 1Q 10 (N: CEN) 2.1 9 $0.73 4Q 7 (Q: YHOO) 2.1 14 $0.03 4Q 13 (Q: OCAD) 2.2 6 $0.11 4Q 5 (N: TLC) 2.2 10 $0.54 4Q 9 (Q: ADSK) 2.2 12 $0.38 3Q 13 (N: SMS) 2.2 17 $0.64 4Q 16 (Q: FILE) 2.3 6 $0.30 4Q 7 (Q: BOBJY) 2.3 8 $0.07 4Q 8 (Q: NSCP) 2.3 16 $0.15 4Q 16 (Q: ACCL) 2.4 5 $0.02 4Q 4 (Q: PROI) 2.4 5 $0.29 4Q 5 (Q: CERN) 2.4 13 $0.15 4Q 14 (Q: RATL) 2.5 10 $0.11 3Q 9 (Q: ADBE) 2.5 12 $0.57 4Q 11 (Q: SEAC) 2.6 5 $0.01 4Q 5 (Q: GTIS) 2.6 7 $0.21 4Q 9 (N: EDS) 2.6 16 $0.60 4Q 18 (Q: SCOP) 2.7 6 $0.07 3Q 6 (Q: NOVL) 2.7 11 $0.01 4Q 10 (Q: BROD) 2.7 16 $0.44 1Q 14 (Q: SYBS) 2.7 22 $0.12 4Q 20 (Q: CLFY) 2.8 5 $0.03 4Q 5

To: Don Earl who wrote (18495)	11/13/1997 9:35:00 PM
From: vinod Khurana	Read Replies (1) \| Respond to of 42771

The street needs more information on the revenue coming from Bordermanager. Why is NOVL not releasing the figures to give analysts a better estimate of net income for coming quarter ? We need more from marketing....not some didly statement that NOVL has 65% of the installed base...that is history. Today it is more like 55% and dropping rapidly. Hello NOVL !! Hello, anyone there ? This is 1997 and going onto 1998. This is not 1987. I repeat, THIS IS NOT 1987 !! Please acknowledge that this is not 1987, better still, acknowledge that the company is in talks with a potential suitor. V.K