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

To: EPS who wrote (26076)	3/17/1999 2:35:00 PM
From: Spartex	Respond to of 42771

Highlights from ML upgrade report per yahoo NOVL thread--I can't download the PDF file with my system, needs Acrobat. Still no mention of DigitalMe. Here are some highlights. The company will host the 15th annual BrainShare conference in Salt Lake City, Utah during the week of March 22nd. We anticipate 2 key highlights from this conference will be as follows: (1) We expect Novell to announce and demonstrate NDS v8, the first billion-object directory. (2) We expect Novell to announce an alliance with Compaq Computer and one other company related to its caching product. Based on our expectations of strong market acceptance of Novell's NDS v8 (which should drive application software), and caching software, we are increasing our estimated fiscal year 2000 EPS from $0.65-0.75 to$0.70-0.80. Also we are upgrading the long-term rating from Accumulate (2) to Buy(1). Our 12-18 month price objective is $30 based on 40 times estimated fiscal 2000 EPS.

To: EPS who wrote (26076)	3/17/1999 2:44:00 PM
From: Spartex	Respond to of 42771

Hunting Down Y2K Novell's Information Ferret Saves Time, Money, Headaches Most people don't have much use for the ferret, a four-pound cousin of a weasel whose primary pastimes include killing rats and rousting rabbits from their holes. But shipbuilders for the U.S. Navy do. A little-known fact about ferrets is that they run electrical wiring in passages inside ships that humans can't reach. novell.com

To: EPS who wrote (26076)	3/17/1999 4:56:00 PM
From: EPS	Respond to of 42771

Hey, Novell, the window's wide open By MICHAEL COONEY Network World Fusion, 03/15/99 You hear people in this industry talk all the time about windows of opportunity. Well, there is a window open so wide for Novell right now that the breeze blowing through it should knock a few people over. Seems Novell's brain trust is trying to decide if it should make Novell Directory Services (NDS) for NT available for free in an attempt to populate the world with the product before Microsoft has a chance to muscle its way in to the directory realm (see Novell house divided over NDS for NT giveaway). Network World Senior Editor Christine Burns' article states Novell CEO Eric Schmidt and lead strategist Chris Stone want to give the product away, but the board of directors, marketing Vice President John Slitz and others want to hang on to the revenue that NDS for NT brings in. I say give it away. Why? Five words: Microsoft Windows 2000 Active Directory. This industry is fraught with examples of vendors that had an opportunity to do something right-something that would have helped them be successful in the long run - but blew it. One of Novell's closest allies, IBM, is a great example. When IBM started rolling out its technology for next-generation SNA networks - Advanced Peer-to-Peer-Networking (APPN) -- it insisted that vendors and developers using the technology pay a hefty purchase price and royalties on future sales. But most observers encouraged IBM to make APPN free to help ensure its wide installation in the face of the nascent IP market. With a heaping helping of arrogance and shortsightedness, the IBM brain trust ignored those calls and now APPN has been pretty much relegated to the "Oh, yeah, I remember that" file. Novell doesn't want that to happen with NDS for NT. NDS for NT has been on the market for about six years now, but the oft-delayed Active Directory hasn't even hit the streets. Yet Novell already finds itself fighting, and in some cases losing, NDS for NT battles with what amounts to Windows 2000 Active Directory marketing literature. Not a good sign. The other item Novell should consider is that it is doing well financially. It has had five consecutive profitable quarters and has seemingly righted itself after some lean times. That means the iron is hot and the company should strike out and do something to help ensure its future success. The best way to do this is to foster a market for products surrounding NDS for NT. Free NDS for NT could be just the ticket. nwfusion.com