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

To: EPS who wrote (22017)	5/14/1998 7:48:00 AM
From: EPS	Read Replies (1) \| Respond to of 42771

Novell Shares Rise 4.1% on Hope for Revenue, Earnings Growth Provo, Utah, May 13 (Bloomberg) -- Novell Inc. shares rose 4.1 percent on optimism that the company will show modest revenue and earnings growth in the fiscal second quarter compared with the first, buoyed by slim operating margins. Shares of the networking software company rose 7/16 to 11 in trading of 12.7 million, more than double the three-month daily average. Earlier, they touched 11 1/4, a 52-week high. Novell has shifted its product strategy and restructured its operations to cut operating expenses in the last couple of quarters in an effort to boost sales of its networking software. Novell is trying to regain market share lost under pressure from Microsoft Corp.'s Windows NT. ''There's now robust excitement about the company,'' said Paul Foster, a trader at 1010 Wall Street, a Chicago options- strategy firm. ''It's a turnaround scenario.'' Analyst Joseph Bellace of Merrill Lynch raised his rating to ''accumulate'' from ''neutral,'' saying management has stabilized quarterly revenue in the $250 million range. He expects earnings per share of 20 cents to 25 cents for the 1998 fiscal year, and 35 cents to 40 cents a share for the 1999 fiscal year. Novell also stands to gain from any delay in Microsoft's Windows NT 5.0. The Justice Department and more than a dozen states are preparing to bring a broad antitrust suit against Microsoft before Friday, when the software giant plans to ship its Windows 98 operating system to computer makers. Windows 98 includes a number of new features that analysts say will be incorporated into the next version of Windows NT. Novell will report its earnings for the fiscal second quarter ended in April next Thursday after the close of U.S. trading. Analysts expect the company to earn 5 cents a share in the quarter, the average estimate of eight analysts polled by IBES International Inc. --Mylene Mangalindan in the San Francisco newsroom (415) 912-2991

To: EPS who wrote (22017)	5/15/1998 12:38:00 AM
From: omegaman	Read Replies (1) \| Respond to of 42771

NDS rules. Microsoft is at least 1 year off minimum from coming close. Remember, it is NDS that sells seats, then comes Groupwise to tag along, as well as Border Manager. Also, I just came back form a night in Rolling Meadows, IL (last Thursday) where we held the partner technology briefing on Zenworks. This blows any desktop management out of the water. Heres why... Before, for a Help Desk manager to take control of a users desktop, he had to use a separate app, make sure it was installed on the client desktop, and make sure the desktop had the client software running to take control and find the specific client to take control of. With ZEN (Zero effort Networking), he just opens up NWADMIN( the same NDS utility he uses to create users...), asks the user what his login name is and Voila!!! I know a lot of you guys\gals are investors, not techies. Take it from a techie that does this every day. This stuff is the shit! We, as well as quite a few resellers out their, have so many add on Novell packages besides the core NOS for a new sale, its ridiculous. Here is an recent sale 1. IntraNetware 2. Border Manager 3. Groupwise 4. Managewise Thats a home run folks. When Zen is released, any 25 user network and greater will get a quote from us automatically, or any network that we manage remotely. We are pumped on Novell products and continue to push them. Comparison from the trenches GroupWise vs. Exchange --------------even Netware SB vs. NT-----------------------------slight advantage NT Netware vs. NT for Enterprise-------------NETWARE!!! SMS vs. Managewise-------------------------MW IIS vs. WebServer-----------------------------IIS Border vs. no worthy comparison ZEN vs.....no worthy comparison Good luck to all ...NDS rules