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

To: Paul Fiondella who wrote (19816)	1/26/1998 10:18:00 AM
From: Joe Antol	Read Replies (2) \| Respond to of 42771

"mega support force" (direct compete to you-know-who). I don't see it as belated at all. I see it as JIT. My target for CPQ post split now is 60+ by Q1 99. This is big Paul. Real big. (However TDNBW for netware because of the deals cut between DEC and MSFT w/r/t NT server). The boyz in the palace really gotta be "thinking" about this one now, IMHO. Joe... Here: this'll explain it better than I can: biz.yahoo.com

To: Paul Fiondella who wrote (19816)	1/27/1998 8:03:00 AM
From: scott	Respond to of 42771

Tuesday, Jan 27 1998 2:52AM EST Reply # of 46497 Ibexx and thread, article...Business PC sales up 16%... By Dan Goodin January 26, 1998, 5:00 p.m. PT Showing no signs of slowing down, sales of personal computers to U.S. businesses grew by 16 percent during the fourth quarter of 1997, according to a study by market researcher Computer Intelligence. The study's findings, based on more than 5,000 monthly telephone calls to U.S. businesses, are significant since workplace sales are considered a bellwether for the PC industry. "The corporate market in the U.S. has been the driving force of PC sales really since the inception of the market," said Matt Sargent, an analyst at Computer Intelligence. "I can't think of any company that is doing well that is not strong in the workplace market." According to the study, December's purchase index grew by 15 percent compared to the same month in 1996. While the index was down slightly from November 1997, workplace sales growth is expected to continue. Sargent noted that the 16 percent growth for the quarter was "a little higher than previous growth." Among individual vendors, Compaq Computer came out on top, with a 17.3 percent increase in sales. Dell Computer placed second with 12.1 percent, and Gateway 2000 was third with 11.9 percent. PCs sold to businesses differ in a number of ways from those sold to homes. For one thing, they usually include peripherals devices such as networking cards that allow them to be plugged into corporate networks. They also tend to be faster than home systems. On the other hand, graphics capabilities and CD-ROM drives tend to be less important. Like sales in the broader PC market, consolidation among vendors is stealing sales from smaller vendors, according to Computer Intelligence's report, which said that "The top five vendors have taken almost four [market] share points from the rest of the market this year." ..flat for months.....Hmmmm............