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

To: Paul Fiondella who wrote (25183)	1/27/1999 10:03:00 PM
From: waldemar cyranski	Respond to of 42771

Digital Me......Digital Me...............Gentlemen, just say that 3 or 4 times....there is a certain tempo lurking there just waiting to be exploited...the technical part of Digital Me will have to be integrated and promoted were ever it fits best....but along side should be public relations/promotion program that will knock the financial...marketing and internet worlds on their (windows mentality asses) bottom lines.....the key may be a JINGLE that is played over and over and over by musical talent recognized at every buying level of the economic ladder......Digital Me.......will be on the lips of everty comedian in the world........remember, it dosnt matter what they say about "it", as long as they know about it.....the consumer that is.......install it...start using it...and they WILL COME spending on the Internet at a rate that will make Disney Land look like a dime store operation!!!! I hope that Novell employees read this and pick up on the idea......

To: Paul Fiondella who wrote (25183)	1/27/1999 10:08:00 PM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

Hey Paul! Remember you asked about servers statistics for NOS market...well, I came across this on Network World's Fusion website (below). While MSFT has the better hand these past 2 years, I can see NOVL making some gains since last year it LOST 6.6% and this year GAINED double digits. As it says in the article, that's a big swing when you look at the bigger picture. Then again, I do concede that right now, the development surge is definitely in NT's favor. Perhaps this "10 ZENs" program will help. Peter -------------- Spinning the server software numbers Microsoft, Novell tout their 1998 NOS market shares. By CHRISTINE BURNS Network World, 01/25/99 The 1998 server operating system numbers are in - and that means it's time for Microsoft and Novell to start spinning them. According to a preliminary report from International Data Corp. in Framingham,Mass., Windows NT took top honors in 1998. Product shipments increased from 1997 by 27.2%, to 1.56 million copies. NetWare came in second with 1.05 million copies of NetWare 3.X, 4.X and 5.0 sold. Unix shipments totaled 758,000 copies. To arrive at its numbers, IDC takes publicly available revenue numbers for each company and runs them through a set of modeling tools. Analysts then compare results with the number of server licenses each company claims to have sold. IDC states a 5% margin of error. Independent software vendors and hardware manufacturers take notice of shipment numbers and use such information when devising their research and development spending plans. "This ranking gives our customers the assurance that the applications they need will run on NT and most hardware is going to be optimized for it," says Ed Muth, group product manager for enterprise marketing at Microsoft. He attributes NT's growth in 1998 to NT 4.0 becoming more stable with the release of Service Pack 4, which Microsoft released last fall. Additionally, overall NT sales were boosted by Microsoft's release of clustering and multiuser versions of NT. Muth claims that being the market leader in the network operating system (NOS) shipment category for two years running gives Microsoft a stronger footing in customer sites. "Market momentum breeds more sales because IT folks tend to lean toward the mainstream for basic things like operating systems," he says. "Microsoft does its best to have you believe that NT Server sales grew at the expense of everything else, and that simply isn't true," says Dan Kusnetzky, program manager for Unix and client/ server operating system environments at IDC. He notes that NetWare sales were up by more than 13% and commercial Linux sales grew by 212% between 1997 and 1998. Novell's Rich Running, director of NetWare product marketing, says the 1998 growth in NetWare sales is even more significant when compared with 1997 numbers, which fell 6.6% from the year before. "In reality, we've ramped up sales by close to 22% in two years," says Running, who adds that the 1998 numbers only included one quarter of NetWare 5.0 sales. This new NOS, he says, is one of the company's fastest selling products. Kusnetzky says users need to compare revenue and shipment numbers to get an even better picture of the NOS scene. This analysis reveals how many client machines are connected to each server. IDC estimates that the average number of clients connected to NT, NetWare and Unix servers are 25 to 30, 30 to 35 and 50 to 60, respectively. "Microsoft doesn't tell you that it takes two NT servers on average to do the work of one Unix box," Kusnetzky says. Overall, server license shipments increased by 25% in 1998 compared to 1997shipment numbers. Last year, shipments of Windows NT, NetWare, Unix, Linux, OS/2 Server and other NOSes totaled 4.35 million copies, compared with 3.48 million in 1997. Revenue rang in at $5.0 billion, up from $4.3 billion.