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

To: Spartex who wrote (23517)	8/20/1998 2:30:00 PM
From: DJBEINO	Read Replies (2) \| Respond to of 42771

10 15/16 +1/16 (0.57) 10 7/8 (10) 10 15/16 (20) 4,384,100 looking good

To: Spartex who wrote (23517)	8/20/1998 4:10:00 PM
From: DJBEINO	Read Replies (1) \| Respond to of 42771

Novell Inc. (NOVL) 10 7/8 unch: provider of enterprise network software posts a fiscal Q3 net of $0.07 a share, in line with the First Call estimate, vs year-ago loss of $0.35 a share, including restructuring charges.....

To: Spartex who wrote (23517)	8/20/1998 4:24:00 PM
From: DJBEINO	Read Replies (2) \| Respond to of 42771

very good report: In the third fiscal quarter, during the first few weeks following the authorization, the company spent approximately $12 million of cash to purchase and retire one million shares. Another factor impacting future revenue is the increased level of Novell's deferred revenue. The backlog of deferred revenue reached $103 million at the end of quarter three, up $20 million from the prior quarter and up $39 million from the year-ago quarter. The increase in revenue deferred for future recognition reflects the strong growth in Novell's multi-product license programs for large network accounts. Revenue from Asia Pacific was $19 million, or 7 percent of the total. Novell believes it can begin to rebuild its business in Asia from this level, but the company expects improvements will come slowly.

To: Spartex who wrote (23517)	8/20/1998 5:33:00 PM
From: Frederick Smart	Read Replies (2) \| Respond to of 42771

Knock, knock....Who's There? A Novell that's fast on the road to define its domain as fundamentally a high growth Internet/Network Services company that will aggressively populate technologies and services that enhance an enterprise's ability to "open up" to the world of the Internet NOW rather than LATER. The layer Novell is targeting - Network Services - will soon be viewed as THE FASTEST technology growth niche in the NOS market for the forseeable future. Novell has a 2+ year lead on their closest competitor - Microsoft. More and more companies will look upon Novell not as a NOS vendor, but as a enterprise empowerment technology vendor: able to unlock the energy in corporate enterprise systems quickly, more efficiently and for a lower cost that the competition NOW instead of 2 years from now. Application vendors that DO NOT see the value in integrating hooks into Novell's technology - such as NDS - now will lose out to vendors that do. NDS will create hooks that will make corporate enterprise systems walk, talk, sing, and dance. Using Novell's range of products and services, the power of the Internet plugs into and "opens up" the enterprise. Energy, growth, success will follow for Novell and Novell's customers. We will see Java rise in this wake. <<Novell is knocking at the door --RIGHT NOW--so expect more and more defensive tactics.>> Schmidt should stay on the high road. The crowd will bate him to make comments about Microsoft. If Schmidt plays his cards right, Novell's technology will be drilled into NT faster than Bill can create his next cloud of vaporware. Here is THE LINE in the sand that Schmidt and all his marketing troops must draw: COMPANIES THAT EMBRACE OPENNESS ....will open their legacy enterprise systems to the internet ....need Directory technology NOW to manage diverse environmnts ....know that Java provides more flexibility and openness ....need incryption and security packages that are flexible and robust ....know the value of embracing end customers directly ....want to target, track and identify with those clients NOW ....know the value of trusting and responding to clients NOW Here's the line ============================= COMPANIES THAT REMAIN CLOSED .....do not have the same sense of urgency reaching their clients .....nor the same sense of urgency about knowing their clients .....are more disposed to think customers need them ......think customers "come to them" rather than vis versa .....do not think the Internet is a potential threat to their enterprise .....are content to spend the next 2+ years waiting for NT 5.0 .....are willing to spend more than they have to while waiting .....do not believe Java will succeed .....do not believe in diverse systems .....believe in the vision for an ALL-NT world A bet on Novell is a bet on the power of the Internet to blow away corporate enterprise systems that try to remain closed. Novell is the Internet. Novell is openness. Novell is giving. Novell is growth. Let the "Joy-ride" begin...... Nice report Eric. Go Novell!