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

To: Jack Whitley who wrote (22853)	6/23/1998 8:54:00 AM
From: Spartex	Read Replies (1) \| Respond to of 42771

Jack or others..... Could you please double-check your infomation on the ZenWorks numbers, and price per node Novell expects for sales of this product? <<- Management expects a minimum of 50% of its installed base of 79 million nodes will use ZEN, at $39 per node. jww>> 50% of 79 million nodes = ~ 40 million nodes X $39/node = $1.6 B (yes billion dollars!!) Hmmm, something tells me that 79 million nodes is really 79 million users (people) and the number of nodes is a much smaller. I need to recheck some other Novell articles on this. If you are correct, that would be an enormous revenue boost to NOVL top-line growth that just doesn't make sense to me in terms of Novell's earning's estimates. Regards, QuadK