---------------------- Forwarded by Vince J Kaminski/HOU/ECT on 09/01/2000 
07:29 AM ---------------------------


"NW on Novell NetWare" <NovellNetWare@bdcimail.com> on 08/31/2000 09:50:48 PM
Please respond to "Novell NetWare Help" <NWReplies@bellevue.com>
To: <vkamins@enron.com>
cc:  
Subject: The rumor mill


NETWORK WORLD FUSION FOCUS: DAVE KEARNS on NOVELL NETWARE
Today's Focus: The rumor mill
08/31/00

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Today's Focus: The rumor mill
---------------------------------------------------------------
By Dave Kearns

There have been a lot of rumors and speculation recently about
the future of Novell. Some have the company being acquired -
by, among others, IBM, Lucent, Cisco, Sun and AT&T - while
others see the company selling off its best technologies
(eDirectory and file caching) to separate companies.

Neither of these will happen in the near future, the next six
to 12 months. The company is making money, although not a lot
of money, and it does have a significant amount of cash on hand
with little or no outstanding debt. But because the stock price
is currently so low ($9 to $10 per share over the past few
months), sale of the company wouldn't bring in enough to
satisfy the stockholders. And any company offering what Novell
stockholders want would be in trouble with its own
stockholders.

Selling off technologies makes even less sense, since it would
leave Novell with more cash (which it doesn,t need) and fewer
products to sell.

Instead, watch as new marketing and sales programs are launched
in the fall. These will either boost sales back to 1999 levels
or precipitate a wholesale turnover of top management, leading
to more rumors of a sellout. And those rumors might be true.

To contact Dave Kearns:
-----------------------
Dave Kearns is the Word Wrangler for Virtual Quill, a writing
agency serving the computer and networking industries. If
your target customer doesn't know your product, doesn't know
its uses and doesn't know he needs it, he's not going to buy
it. From books to reviews, marketing to manuals, VQ can help
you and your business. Virtual Quill - "words to sell by..."
Find out more at: http://www.vquill.com/, or by e-mail at
mailto:info@vquill.com.

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Got a technical question related to Novell NetWare?
Post it at Experts Exchange on Fusion at
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NetWare 6 to feature stronger storage capabilities,  Network
World, 08/22/00
http://www.nwfusion.com/news/2000/0822nss.html

Novell financial troubles feed rumor mill,  Network World,
08/21/00
http://www.nwfusion.com/archive/2000/104987_08-21-2000.html

Novell still plagued by poor software sales, IDG News Service,
08/16/00
http://www.nwfusion.com/news/2000/0816novellearn.html

Novell Web site:
http://www.novell.com/

Archive of the Novell NetWare newsletter:
http://www.nwfusion.com/newsletters/netware/index.html

Network World Fusion forums on Novell and NetWare:
http://www.nwfusion.com/cgi-bin/WebX.cgi?13@@.ee6e4d0


Other Novell Networking newsletters in Network World:

Novell bolsters caching security and QoS, Network World,
08/28/00
http://www.nwfusion.com/archive/2000/105451_08-28-2000.html


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