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

To: EPS who wrote (26266)	3/24/1999 8:25:00 PM
From: EPS	Read Replies (1) \| Respond to of 42771

Message 8449131

To: EPS who wrote (26266)	3/25/1999 12:44:00 AM
From: PJ Strifas	Read Replies (1) \| Respond to of 42771

Hello! I haven't had any time to do any number crunching on my own but from what I've heard and posted, they expect the Internet Caching appliance to be part of their BorderManger sales. I think they group this together with their NDS-based applications (such as ZENworks, GroupWise etc) and not their OS sales. They have been talking about a shift in revenues where the OS sales will dip to less than 40% while these other products and non-NetWare NDS sales will grow to over 40% (with services bringing up the rest). I don't have anything more than what I posted here in terms of actual $$ amounts but if we use this past Fiscal Year as a based and begin to add the increases I posted yesterday, we can draw a rough line to where the growth in revenues will take the EPS. Here's what I posted earlier: Some stats on future revenues (projections): Network OS +15% growth rate --> $2billion by 2002 Directory-enabled apps +40% --> $40billion by 2002 Services +30% --> $2billion by 2002 I'm not that strong technically in market analysis but... Peter J Strifas

To: EPS who wrote (26266)	3/25/1999 4:45:00 AM
From: Phil Jacobson	Read Replies (2) \| Respond to of 42771

Victor, I don't have, nor would I post revenue numbers if I had them. But I will tell you this. The guy who is the lead saleperson for the caching appliance, and is demo'ing it here at Brainshare is actually my main POC at Novell. On Weds he was constantly surrounded by people who were extremely impressed by his presentation of the product. He had some VERY big dollar signs in his eyes and this is a guy motivated a lot by money (why not - he's a salesperson). In addition, without exception, the SE's I've talked to are absolutely convinced this box is so far ahead of the market that nothing else is in the same league. I don't have the details but there's a lot of talk about a caching "bakeoff" that is taking place in a few weeks where an independent person or company will measure the caching devices of several companies. Apparently, Inktomi and one or two others have seen the criteria for measurement and have actually pulled out. Phil