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

To: Elmo Gregory who wrote (22665)	6/13/1998 11:29:00 PM
From: Spartex	Read Replies (1) \| Respond to of 42771

Elmo: Hmmm, on the question of next quarter earnings, that's a tough one. I was expecting consensus to be closer to 6 cents (up 2 cents from 2Q), and NOVL could produce 7 cents, and beat the consensus by a penny. Either way, I think they will at least meet 7 cents, as some of their contracts with telephone companies (the multimillion $$ ones that were released a few months ago, but the amounts weren't reported biz.yahoo.com ) could be reported during the 3rd quarter, as well as the "First Look" program started in May 1998, to accelerate upgrades to NW4.11 biz.yahoo.com , getting the upgrade (first look) to NW5.0 as soon as its released. This would add a boost to the interim quarter sales, right? Oh, and yes, the share buy back program could add maybe 1/2 a cent at this point too. Nonetheless, for the most part, I'm not as focused on this quarters 6, 7, or 8 cents report, but more so on the announcements and reviews of NW5.0 release, partnerships/deals, along with other new products rolling out. Regards, QuadK

To: Elmo Gregory who wrote (22665)	6/15/1998 8:48:00 AM
From: ToySoldier	Read Replies (1) \| Respond to of 42771

Elmo, I dont think NetWare 5 being released in the summer is going to help influence revenue figures for this up-coming quarter - its too late for this quarter. In fact, you might even see that the release will negatively impact revenue a bit because many of the NetWare 5 potential customers will potentially sit on the fence and defer any purchases of NetWare until its released. Depending on how much stock NOVL has bought back by end-of-quarter I would think this will go far in making the number. Toy