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

To: Spartex who wrote (20955)	3/11/1998 8:45:00 PM
From: Jim McCormack	Respond to of 42771

Novell Message is Mixed.... First off - Novell has to get 32 million from sales this quarter to match last quarters and I think the press release about "Certification Month" is a poor attempt to try to drum up some sales... Not going to work if you ask me. Second, Novell is shifting gears and it seams to me that the Marketing group is about to launch a full fledged campaign to position Netware 5.0 as the platform of choice for "JAVA" and COBRA apps. This will confuse people who expect and upgrade to the good old "File and Print" services when 5.0 comes out. They have to be very careful or they will "Stall" any upgrade decisions as no one who wants to upgrade file and print servers wants to buy an application server. Application Servers make poor File and Print Servers - thats why everyone bashes NT - It is a poor File and Print Server but an excellent application server (NT runs a mean SQL Server but it sucks as a file and print server - thats why NT servers are "Added" to Netware networks - they don't compete 8 out of 10 installs) Anyway - Hyping 5.0 is going to cause 4.11 sales to dry up. Brainshare should be real interesting - Novell has to be careful about stressing the future products as they might "Freeze" purchase plans for the present products. Present Netware products are 60% of revenues - don't do anything to hurt sales of this key component or earnings will be negative next quarter..... The fragile earnings position leaves Novell no margin for error. Jim