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

To: E_K_S who wrote (22277)	5/24/1998 7:06:00 PM
From: Elmo Gregory	Respond to of 42771

Eric - Interesting observations. Good work. I think BT/Alex Brown has been a long time supporter of Novell. nordby.com Elmo

To: E_K_S who wrote (22277)	5/24/1998 7:07:00 PM
From: DJBEINO	Respond to of 42771

on 5/20 BT/alex reiterates buy on NOVL..no wonder why!! Date Broker Comment 5/20/98 BT/Alex. Brown reiterates buy

To: E_K_S who wrote (22277)	5/24/1998 9:37:00 PM
From: Paul Fiondella	Respond to of 42771

Good work Eric!!! The Alex Brown analyst was the most positive on the conference call, asking very leading questions. I believe their analyst was way off on revenue estimates the previous quarter. Nothing like hyping a stock they own.

To: E_K_S who wrote (22277)	5/25/1998 6:25:00 AM
From: EPS	Read Replies (1) \| Respond to of 42771

NEW YORK (CNNfn) - The chief executive of Novell Friday credited "a strong focus on expenses" for the software company's better-than-expected second-quarter earnings. Novel CEO Eric Schmidt told CNNfn's "In the Game" the company will now begin concentrating on its Internet products after reporting better-than-expected profits this week. For the three months to April 30, Novell's earnings were $19.3 million, or five cents per diluted share, compared with a loss of $14.6 million, or four cents, in the same quarter of 1997. First Call had forecast earnings of four cents per share. Here are excerpts from Schmidt's interview with CNNfn anchor Sasha Salama: SASHA SALAMA: What would you say was most responsible for the turnaround? ERIC SCHMIDT: Well, we've continued to have a strong focus on expenses, getting new products out the door. We had a first phase, which was (to) stabilize the business. We're pretty much through that, and now we're positioned to move to our Internet products...... cnnfn.com