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

To: EPS who wrote (27058)	5/27/1999 8:43:00 AM
From: Spartex	Respond to of 42771

What's nice to see is that Goldman Sachs raised their 1999 estimates for Novell, from their March, 1999 estimates of 50 cents. So it looks like we could see in the mid-50 cent range. That puts Novell at a very cheap current P/E of 43 right now, and P/E of 31 for next year assuming around 75 cents/share earnings! (Anyone have a good handle on P/E for "growing" software companies in the enterprise/internet area?) I think the street wants to see the caching profits, or at least the CPQ and DELL ads along with customers response before jumping on the Caching wagon. nordby.com

To: EPS who wrote (27058)	6/1/1999 5:42:00 PM
From: EPS	Read Replies (1) \| Respond to of 42771

Compaq Preps Caching Server Appliance will store frequently accessed Web sites, reducing load on main servers By Mary Hayes ompaq is preparing to ship an Internet caching server in July--the first offering in the company's new line of server appliances optimized to perform a single function. The Compaq TaskSmart C-series caching server stores Web sites frequently accessed by a company's users. It's designed to reduce loads on primary Web servers and networks while providing users with faster Web access. The server will run Novell's recently released Internet caching software. Compaq says the caching server and forthcoming products in the TaskSmart line are ideal for providing users at remote sites with Web access. The systems will require little setup; all software will be preinstalled, and no on-site IT administration will be necessary. Compaq says a non-IT user can have the systems ready to run in less than 30 minutes; IT administrators can set up the servers via remote-management software. The vendor is also aiming the TaskSmart line at Internet service providers. Compaq says it will ship a file server appliance later this year, and is also considering E-mail and security server appliances. John Young, Compaq's director of appliance servers, says the TaskSmart systems will start at less than $10,000. Though Compaq's server appliances will be based on industry-standard technologies such as Intel chips, analysts say it will likely require substantial IT work to redeploy these devices for another function at a later date. But Young says by eliminating components that aren't required to perform a particular function, server appliances gain an advantage. "These servers will be even more reliable than general-purpose servers, because they'll have fewer moving parts," Young says. Compaq is also ramping up its services organization to support the TaskSmart line: Customers can call Compaq for all hardware and software service. For example, Compaq is training its service employees on the Novell caching software. "By providing one-stop service, Compaq shows it has thought this concept through to the full extent," says Dataquest analyst James Staten. Other companies, such as Dell Computer and Hewlett-Packard, are also entering the server-appliance market. Staten predicts that vendors who work through resellers and integrators will initially have the most success, because of the up-front contact required to educate customers about this new type of product. informationweek.com