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

To: Elmo Gregory who wrote (22952)	6/30/1998 6:39:00 AM
From: EPS	Respond to of 42771

Users Should Skip NT 5.0, Analysts Say (06/29/98; 1:57 p.m. ET) By David Wilby, Network Week Analysts at this month's GigaWorld IT Forum '98 in Arizona recommended users skip Microsoft's long-awaited Windows NT 5.0 release and wait for a later version. The operating system is several times larger than previous versions of NT, and would not be recommended by Giga Information Group until it has been tested by its first customers, said Rob Enderle, director of desktop and mobile technology at Giga, in Boston. "We just don't feel we can recommend the product until we wait for the first set of companies to drive out any bugs," said Enderle. The core part of NT 5.0, its kernel, is reported to be around 80 percent newly written, said Enderle. "In our experience, when a brand new product hits -- and there is no testing or servicing of major components -- the market doesn't accept it very quickly," he said. techweb.com

To: Elmo Gregory who wrote (22952)	6/30/1998 10:45:00 AM
From: Paul Fiondella	Read Replies (2) \| Respond to of 42771

Morgan Stanley downgrade of MSFT Well it was more like still an outperform but with a target price of 107. In any case the news all over everywhere today is that at a conference on NT5.0 deployment MSFT will announce a Beta 3 and a delay into mid 99. Here is the point however. This gives Novell an extra quarter to get its Netware 5.0 established in the enterprise. You would think the stock would pop. IT"S UP AN EIGHTH!!!!!!! Now most people here except me believed MSFT would give NOVL breathing room because they expected a late release of NT5, but the stock hasn't responded to what should be a Buy signal!!!!

To: Elmo Gregory who wrote (22952)	7/4/1998 10:06:00 AM
From: Pruguy	Read Replies (1) \| Respond to of 42771

I didn't see merryl on that list. Just due to the size of their army, when they upgraded and then reiterated their recommendation, is the same time volume spiked and the stock hit 13 1/2. I hate merryl but was loving them then.

To: Elmo Gregory who wrote (22952)	7/6/1998 1:18:00 AM
From: E_K_S	Read Replies (2) \| Respond to of 42771

Hi Elmo - Saw this in a SUNW article..."...sources close to Novell said the Provo, Utah, networking company is considering purchasing WebLogic. Scott Dietzen, vice president of marketing at the San Francisco server maker, declined to comment on any potential acquisitions..." From the following article: Sun's Acquisition Puts It In Win NT Camp 07/02/98; 4:57 p.m. ET) techweb.com ==================================================================== Have you heard anything regarding Novell's interest in WebLogic? I sure hope they do not pay too much if they eventually purchase. EKS =================== From Red Herring Online SUN SETS NEW SOFTWARE DYNAMIC By Owen Thomas July 1, 1998 redherring.com "...In addition to Netscape, several independent software vendors make their own applications servers. They include WebLogic, SilverStream, and GemStone. Also, IBM has built its own applications server, WebSphere, and Oracle is introducing an applications server tightly integrated with its database software..." Here is the site for WebLogic....http://www.weblogic.com/ Novell recently licensed WebLogic TengahTM Java Application Server Chosen By Novell For Its Open Solutions Architecture (OSA) weblogic.com