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

To: Spartex who wrote (25060)	1/20/1999 9:27:00 AM
From: Spartex	Read Replies (1) \| Respond to of 42771

Novell Inc. (NASDAQ: NOVL) remains well positioned to continue to build upon its recent successes. By continuing to focus on a small, core set of products, Novell has been able to improve both its time to market as well as its competitiveness. The pace of product shipment is up dramatically over the past year as Novell has focused its efforts on 10 products, down from 100 last year. NetWare 5 was Novell's key product last year, and a main force behind improved revenue momentum as well as profit growth. In 1999, the number one focus for Novell and its key driver will be other products in the directory-enabled server market targeted at the commerce and systems management markets. Novell plans to leverage off of its large installed base and cross-sell new products. ZENWorks, a directory enabled software product that enables the efficient management of operations in the workstation environment, is expected to be a key driver in 1999. We expect Novell to leverage its directory software as enterprise customer's transition to directory-enabled applications. Novell must execute a sales strategy that is three-pronged to achieve success in 1999. First, Novell must cross-sell new products to its customer base. Second, Novell must strengthen its lucrative consulting business. Novell plans to triple the size of its consulting service staff to 300 this year. Finally, and most importantly, Novell must penetrate new markets such as the fast-growing Internet Service Provider market. As Novell continues to make strides on all of these fronts, revenue growth and margin improvement will fuel earnings gains. Clearly, in the software business, Novell and Microsoft (NASDAQ: MSFT) can co-exist. By executing on its new strategy in 1999, this will become apparent to all. iionline.com