Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Fiondella who wrote (25761)	3/4/1999 11:11:00 AM
From: JAG2	Read Replies (1) \| Respond to of 42771

OLD NOVL NEWS incase you did not read: Novell continues to have the spotlight, and Eric is referred to as one of the 15 "power brokers" of the future in this week's press highlights. 1. "Novell's sales up 13 percent" CNET, 2/25/99; Ben Heskett news.com Novell continues to show strong results as it announces a 13 percent increase in sales and a double in earnings over last year. Heskett notes 88 percent of Novell's revenue for the quarter was related to directory software, with sales of NetWare with NDS totaling $146 million. Heskett also reports that Novell's stock "blew away" estimates for its previous quarter. Hot quotes: "I think that the company's on a nice track I think that it's encouraging. It's been a tough story, but the company's back." – Joel Achramowicz, financial analyst with Preferred Capital Markets "The company is much more focused and they're moving forward." – Jean Bozman, analyst with IDC 2. "Oracle goes after Windows NT" CNET, 2/23/99; Wylie Wong news.com Wong outlines Oracle's plans to add new directory software to its upcoming Oracle 8i database. The new directory will integrate with Novell's NDS and support 500 million entries. Hot quote: "We see Novell as the center of the universe and Oracle Internet Directory as one of the satellites. What this gives you is single sign on across all Novell and Oracle Directories in the network. – Jeremy Burton, Oracle senior vice president of server marketing 3. "Making a difference" PC Week, 3/1/99; Linda Bridges zdnet.com Celebrating the publication's 15th anniversary, this week's issue of PC Week included a special section featuring articles recognizing the important companies and individuals of the last 15 years. In "Making a difference," Bridges highlights 16 companies that have shown the most "vision, ingenuity and courage." Recognizing Novell, Bridges says the company "made a difference" by making the corporate LAN a reality. Although it has had difficulties in recent years, Bridges comments that Eric Schmidt's leadership and delivery of products such as NetWare 5 and NDS have brought the company back the spotlight. 4. "The ones to watch" PC Week, 3/1/99; John Dodge, Stan Gibson, Margaret Kane, Rob O'Regan and Erica Schroeder) zdnet.com Continuing to recognize industry leaders in its 15th anniversary issue, PC Week chose Eric Schmidt as one of the 15 "power brokers" of the future. PC Week notes that Schmidt has shown his power by targeting the directory market, striking deals with key industry vendors and refocusing Novell to work with Microsoft rather than against it. 5. "Novell uncorks caching partnership" Sm@rt Reseller Online, 2/23/99; Ben Elgin zdnet.com Elgin shows Novell's caching prowess as he announces Novell's recent partnership with Mirror Image. The partnership makes BorderManager Enterprise Edition 3 compatible with Mirror Image's subscription-based caching service, allowing users to eliminate most long-haul Web requests by regionally serving most Web pages. 6. "Catch the rebound" Sm@rt Reseller, 2/22/99; Joseph C. Panettieri zdnet.com Panettieri discusses how resellers can take advantage of vendors that are "on the rebound" by closely watching their progress. Using Novell as an example, he reports that the "truly astute" resellers have kept close ties with Novell and are reaping the benefits today.