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

To: Paul Fiondella who wrote (25393)	2/11/1999 12:39:00 PM
From: Spartex	Read Replies (2) \| Respond to of 42771

Revenue growth forecasts from Digital Me and related eCommerce products, look here.....;) NEW YORK (CBS.MW) -- Dennis Raney: software executive or eugenic engineer? The mild-mannered CFO of Novell Inc. (NOVL) tried to wow money managers at the Goldman Sachs technology conference Thursday by invoking his company's plans to create a "digital persona," or constant identity, that customers can use across different computer platforms and applications. "If you can create an integrated 'me' on the Web, it's going to greatly facilitate" a business, Raney told his audience. To that end, Utah-based Novell plans to introduce products this year that apply to e-commerce, single sign-on, Internet caching, and personal ID control. Novell stock gained 1 1/6 to 19 5/8 on volume of 4 million shares following Raney's remarks. In all these products, Novell's directory technology would enable users and system managers to recognize a single ID across different software systems, Raney said. That would look attractive to e-commerce companies, he reasoned, even though the technology isn't focused on executing transactions. Most e-commerce work involves "managing identity," Raney said. Novell plans to introduce a new cache appliance on Intel chips around the middle of the year. It also plans to expand its directory software for servers about the same time. Raney told a small gathering after his remarks that he expected caching to become a "half-a-billion dollar business" for Novell within the next three years. cbs.marketwatch.com

To: Paul Fiondella who wrote (25393)	2/11/1999 1:05:00 PM
From: Loring	Respond to of 42771

Digital Me is on the horizon. You should be one happy guy, Paul.

To: Paul Fiondella who wrote (25393)	2/11/1999 1:26:00 PM
From: Loring	Read Replies (1) \| Respond to of 42771

According to the 10K for last year, sales were $1.085 bil, with NDS doing 15%, Netware doing 50%, and presumably "other" doing 30%. If sales of NDS were to increase by 40% and Netware by 15%, and "other" remained static. we would anticipate annual revenues of $1.25 bil, a 25% increase. Any sales of new products would be over and above the 25%. (Someone double-check my figures, please.) Need some help on "other", which probably consists of consulting and ...??