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

To: Bearded One who wrote (23075)	7/16/1998 12:44:00 PM
From: ToySoldier	Respond to of 42771

Bearded One, I agree in most part but there is a couple small flaws in your Support for 2. First off, Netware 3.12 with the Y2K patch is Y2K compliant. The same holds true for NetWare 4.11 and 4.10. NetWare 3.2 is Y2K compliant and NOVL staff told me that NetWare 3.x sales have been better than it has been is 3 years. Just thought I would mention those points. As for suppression on NetWare 4.x sales until NW5 shows up, I would agree with you on that. That is why I think NOVL's Q4 earnings report will be a big (good surprise) and the stock will move up fast after the release of Q4 earnings. The suppression of these sales will snap after the NW5 release. Toy

To: Bearded One who wrote (23075)	7/16/1998 12:50:00 PM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

Netware 3.X is Y2K compliant in the version announced last quarter which brought in substantial revenue last quarter for the Novell 3.X NOS family. So your argument that 3.X customers must upgrade to Netware 5.0 to be Y2K compliant doesn't fly. However perhaps you can find some other compelling upgrade reason than Y2K. For example E-commerce? Any compelling reason as long as it is valid will do. But thanks for reminding us that not even Novell investors are aware its products are Y2K compliant!!!