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


To: BP Ritchie who wrote (18911)12/4/1997 5:05:00 PM
From: Jerry Heidtke  Respond to of 42771
 
BP,

>Can you also offer some insight into the 'sales' question?
>
>You are a Novell VAR, aren't you? ... do you think that you will
>make lots of money (for yourself & Novell) with the products you
>have to sell now?
>
Well, as I've said over and over on this thread, my business is primarily consulting services, not product sales. I am a VAR, only because it gets me access to product and technical support resources that are otherwise not available to small consulting companies.

I'll do well with the new products: I anticipate working on roll-outs of BorderManager and NetWare 5.0 to 200+ sites during 1998.

The new products will do well for Novell in large corporate environments. The product evaluation process is long and painful, but BorderManager, Replication Services, new ManageWise, etc. will likely really start to take off in sales in about 6 mos. to a year. Moab will be an immediate hit, with large upgrade revenues, also in 6 mos. to a year.

The new IntranetWare for Small Business, with bundled email, backup,
anti-virus, remote access, should be a steady seller to those small businesses ready to move beyond peer-to-peer, but this will depend on the VAR channel pushing it.

Jerry