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

To: Frederick Smart who wrote (25702)	2/27/1999 8:53:00 PM
From: Frederick Smart	Read Replies (3) \| Respond to of 42771

Sell My Stock As I Bet The Company On Win2000....?? by: SmartWire (M/Chicago, IL) 22415 of 22415 >>The period of 1/22 to 1/26 was very active with Microsoft insider sales. I found the following one interesting. Remember VP J Allchin (He had the tape disaster at the Microsoft/US Gov't recent trial. On 1/22 Allchin sold 125,000 shares at 155/share. He now owns about 12,300 shares. He sold about 90 percent of his stake in Microsoft. >> This is a truely amazingly arrogant move by the man who Bill Gate's is supposedly betting the company on. Or.... This could mean that Allchin LOST out BIGTIME inside the castle and that other parties inside the company are taking over. Perhaps that's why the Banyon bandaid is about to be applied with the expected "wool-over-eyes" splintering of NT into its several "shell-game" half-baked manifestations. I'm betting the entire company is in a state of complete dissaray and on a path towards dissolution or breakup. Where do you want to go today Bill? .

To: Frederick Smart who wrote (25702)	2/28/1999 8:43:00 AM
From: EPS	Respond to of 42771

Boy! If you ever need treatment let me know! Cheers Victor <EOM>

To: Frederick Smart who wrote (25702)	2/28/1999 9:01:00 AM
From: Spartex	Respond to of 42771

Important highlight of NOVL in Barron's Sect. F, pg 6, March 1, 1999 (excerpts for those out of reach)-- Growth Guy IDS's Gordon Fines likes high-profit companies, low portfolio turnover. ...he has been buying shares of Novell. Shares of that company, best known for its network operating system software, now trade above 20, a big improvement from the 7 5/8's they sank to in January 1998. The dramatic jump reflects Novell's return to profitability. After losing $78.3 million, or 22 cents per share, in 1997, the company last year earned 29 cents a share, though its revenues nudged up just 8%, to about $1.08 billion. And, last week, it said first-quarter net had doubled, to $28.9 million, or eight cents a share, from the year-earlier level. The turnaround was forged by new CEO Eric Schmidt, who, among other things, hacked away at Novell's bloated inventory. At a recent tech conference, Fines spoke with some of Novell's brass and came away impressed. "This is a revitalized and much more focused company," he says. Sales are likely to rise modestly this year, aided by new products, including NetWare5, which was launched in September. Of course, the bears on the stock point out that Novell could be in the unenviable position of competing with a new version of Microsoft's Windows NT- Windows2000-- during the second half of 1999. However, the company still has $1 billion in cash, or $3 per share, which could be used for stock buybacks or even an acquisition or two. At its recent price of 20 1/2, the stock was trading at around 43 times the 1999 consensus earnings estimate of 47 cents per share. In fact, Fines asserts, the company will earn more than that, although he won't provide a specific estimate. He also thinks the stock still has a LONG way to go, again declining to disclose a hard and fast number. Fines other holdings by rank FYI: Cisco GE Wal-Mart IBM Pfizer Safeway BellSouth Microsoft AOL Bristol Myers Squibb =============================================== Sounds "fine" with me! =;-) Nice to see new funds getting the scoop from Novell "brass". Schmidt has to continue to bring in new coverage along the way. Does anyone know how many analysts come to Brain Share event? Also, in order for Novell to meet 47 cents this year, their next three quarter have to average around 13.5 cents/quarter. If they will beat 47 cents, and more like 50-55 cents, we're talking something like the following: 2Q 12c, 3Q 14-15c, 4Q 18-20c. That would be quite a ramp up IMHO. Regards, QuadK

To: Frederick Smart who wrote (25702)	3/1/1999 10:09:00 AM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

Hey Fredrick, Whenever someone tells you that the world is migrating to MSFT's NT OS, ask them to prove it beyond what MSFT's press releases have to say. MSFT's marketing skills have everyone thinking that the world is tripping over themselves to install NT everywhere meanwhile the truth is far from that. Sure NT has a great following and many companies are installing it but those installation are NOT always replacing NetWare (or OS/2 or UNIX) as MSFT would have you believe. In many cases, NT is added to the existing network for specialized services (webserver, exchange, SQL) Some other things to note: 1) I refer to NOVL's conference call and their numbers which show NetWare sales growing. 2) Some months ago MSFT has to retract a press release about DELL Computers replacing their NetWare network with NT. DELL came right out and said it was a "misleading" press quote since they were deploying NT in their marketing department only and not on their factory floor where NetWare is the OS of choice. 3) I posted an article regarding the Chicago Mercantile Exchange consolidating their 70+ servers (mix NT, NetWare) onto 14 NetWare 5.0 servers. (sorry I couldn't find it right now...) There are many more but there is little space here :) Can you give me a path to that AOL message board. I'd love to do some posting there :) Peter Strifas

To: Frederick Smart who wrote (25702)	3/1/1999 7:57:00 PM
From: EPS	Respond to of 42771

Novell making big play By Ben Heskett Staff Writer, CNET News.com March 1, 1999, 12:05 p.m. PT Network software provider Novell plans to beef up a prime component of its software technology to make it more palatable for high-end needs. The company is hoping a key underlying service of its NetWare operating system can drive sales of associated applications and interest in developing for Novell's software. The technology--known as Novell Directory Services, or NDS--had been the linchpin in a company strategy to revitalize itself. As part of the company's revised focus, Novell plans to release new technologies for NDS that add a series of industrial-strength features targeted for some of its high-end service provider (ISP) and carrier customers, such as AT&T, Deutsche Telekom, and Singapore Telecommunications. Though no packaging details have been released, the series of enhancements--code-named "SCADS," for Scalable Directory Services--is likely to be packaged as a separate version of the software, sources said. Novell executives refused to discuss the specifics of the SCADS project, but said the ISP niche represents a different opportunity from the company's traditional corporate bent, so its software needs to be altered accordingly. more........................................................................ news.com