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

To: EPS who wrote (23429)	8/7/1998 9:54:00 AM
From: Spartex	Read Replies (1) \| Respond to of 42771

Looks like the MM's are still working a bit trying to pick up some shares from "weak hands" this morning. Interesting they were able to drift down to 10 15/16s.... What, am I accusing them of misbehavior? Naaaaaaaah! But you do have to key an eye out for these fellows. ;) Regards, QuadK

To: EPS who wrote (23429)	8/7/1998 7:01:00 PM
From: EPS	Respond to of 42771

Novell to outline NetWare 5.0 pricing, metadirectory strategy By Claudia Graziano, PC Week Online August 7, 1998 2:40 pm ET For IS managers awaiting the pure IP version of Novell Inc.'s NetWare, the countdown has begun. Novell officials on Monday will announce pricing and availability for NetWare 5.0, also known as Moab. According to sources close to the company, shipments of the next-generation OS are set to begin next month. Novell is also expected to announce on Monday an agreement with NetVision Inc. to resell the company's line of directory synchronization tools. Beginning next quarter, Novell will offer NetVision's Synchronicity for NetWare, Microsoft Corp.'s Windows NT and Exchange, and Lotus Development Corp.'s Notes. The plan, according to NetVision President Todd Lawson, is to give NetWare customers the tools to build a metadirectory using Novell's NDS (Novell Directory Services) as the central repository for data. Novell recently became part owner of NetVision, investing more than $2 million in the Orem, Utah, company. However, Lawson said NetVision-which also has plans to develop synchronization tools for Microsoft's forthcoming Active Directory--will remain directory-agnostic. "We're not picking sides. Active Directory is another directory we plan to use as a [primary] data store," he said. NetVision is expected to release an updated version of its tool suite at the end of the month that adds Year 2000 readiness and enhanced reporting capabilities. Pricing for the tool suite starts at $14 per user for 50 users. zdnet.com

To: EPS who wrote (23429)	8/13/1998 12:12:00 AM
From: Marc Newman	Read Replies (1) \| Respond to of 42771

Victor, thank you for your thoughts. I admit that I have heard some estimates for .50 as well as .40 for 1999. It's feasible. I suppose sales would really pick up if Microsoft would admit that NT 5 isn't coming until 2000 ... I doubled my position today so I now have my typical NOVL trading stake. Like I said to Joe Antol earlier in the year, I try to make investments in NOVL but keep bailing out with gains instead. But I see a lot of similarities here with Apple, a stock I've been successful with. If I can continue to add shares in the sub-$12 range I will probably designate some as "hands off" until I see how NW 5 comes out of the box, etc. My target for Nov.-Dec. is $18. Marc