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

To: EPS who wrote (22061)	5/18/1998 7:06:00 AM
From: EPS	Read Replies (1) \| Respond to of 42771

Turn around? Good points already mentioned in The Economist: 1. Mr Schmidt temporarily halted product shipments and fired 1,000 employees-17% of Novell's workforce-including half of its senior executives. 2. Mr Schmidt made peace with Microsoft. Novell has even developed a Windows NT version of its Novell Directory Services, a kind of comprehensive telephone book that controls how users access a LAN. 3. Novell is concentrating on a new version of its flagship product NetWare 5 which will be in the shops sometime this summer. It will, at last, fully embrace the Internet protocol (IP), the Net's lingua franca, thus finally catching up to the standard for computer networks. Novell is also rolling out a range of associated new products-half a dozen since last September. 4.In Novell's case, this niche space is software for intelligent computer networks, a market that is expected to grow rapidly 5. Novell still has a long way to go. Mr Schmidt has the better hand: Microsoft will not release Windows NT 5 until spring next year at the earliest, and many companies are likely to delay installing it until after 2000. The following signs are encouraging: RECORD NUMBER OF SOFTWARE DEVELOPERS ARE SUPPORTING NOVL Cash on hand could help expedite the process of developing supporting software. Marketing: Although we still have a long way to go the anecdotical evidence seems to point to improvement in this area.. VD