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

To: Steve Fancy who wrote (25669)	2/26/1999 11:27:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 42771

Hi Steve I guess you and Eric Stroh represent the remaining long suffering Novell longs. I haven't looked at the Netware 5.0 revenues as a component of sales. However I seem to remember from last night's conference call some reference to a quarter to quarter revenue growth in this product of 50%. I was on a cell phone and couldn't get a clear number so I would appreciate somebody checking that out. The significance is rather telling. Novell is no longer cooking the books on sales as it was doing during the channel stuffing Marengi era. As you pointed out these are not great total NOS sales compared to the release of Intranetware when Novell still controlled a substantial segment of the NOS market. However the new strategy of NDS based NOS sales is showing these revenue increases even without a hot product. If Netware 5.0 is doubling each quarter then there is substantial revenu growth ahead. The emergence of a hot product --- such as Digital Me (ecommerce) from among the ten Zens and a corresponding marketing and management structure is something Eric (the brain) Schmidt can comprehend. I don't know how we get him to get off his bonus and think about it with some sense of urgency? Of course if he thinks we are just nerds then perhaps we should get Joe Antol to visit Novell at its annual meeting so he can see that what he is dealing with in the shareholders is more like Jesse (the body)Ventura. Maybe Schmidt should go to the movies more and see Thin Red Line and put himself in the position of that captain ordered to take the hill. The shareholders are more like the general screaming into the walkie-talkie. Poor Eric just doesn't understand this is no academic exercise! Unless that's what he plans to do for the rest of his life after Novell.