Novell Inc. (NOVL)

All Comments on NOVL

  • commenter
    Roy P.
    Oct 03 12:28 PM
    Continued Assault on the Software Sector [view article]
    BUY KOOL - revenue to increase 30-35% y/y, gross profit margin to improve from 33% to over 40%...

    How many stocks can make this kind of guidance today?     Reply
  • commenter
    User 138602
    Oct 02 11:55 AM
    Citi Cuts Estimates, Targets on Many Software Stocks [view article]
    why would you own SYMC? did you see its chart for the last 5, 6 years?
    I am also very disappointed with CTXS ( I hold it too long) and VMW ( I don t own it directly but own EMC). Would love to know their opinion on CSCO though.     Reply
  • commenter
    Francorp
    Sep 17 03:35 PM
    My Website
    Microsoft Hyper-V to VMware: We Have You Surrounded [view article]
    I am a big beleiver in VMware, my faith is continually being tested by the stock price, but the technology is not even close. I have worked in this industry with VM extensively and they have the best technology. Hopefully in the end that translates into a better stock price! Reply
  • commenter
    Tech 2020
    Sep 17 09:51 AM
    My Website
    Microsoft Hyper-V to VMware: We Have You Surrounded [view article]
    This is Crazy, VMWARE is much better than anything Microsoft can do in the space. First of all, VMWARE owns the key I.P. in this space. Microsoft is not even concentrating in this space, they want to become a media company now because of their reach. VMWARE is a big play here because of what i am hearing now, that Microsoft wants in compete with VMWARE no chance. Reply
  • commenter
    steveballmer
    Sep 13 01:58 PM
    My Website
    Microsoft Hyper-V to VMware: We Have You Surrounded [view article]
    VM should just surrender now, so should Gaggle! Reply
  • commenter
    User 211715
    Sep 12 12:45 PM
    Microsoft Hyper-V to VMware: We Have You Surrounded [view article]
    You forgot to mention that VMW has a 10 year head start and that CSCO and INTC are huge backers of VMW. What MSFT should do is acquire EMC to control the majority stake in VMW, than spin-off/shop EMC to use the proceeds to pay for the transaction. They can probably sell EMC to CSCO, DELL, or HPQ. Reply
  • commenter
    Paul
    Peterson
    Sep 11 11:53 PM
    Microsoft Hyper-V to VMware: We Have You Surrounded [view article]
    MSFT did they crush Nintendo with the Xbox? MSFT has their browser crushed Mozilla? Has MSFT crushed Quicken? Have they crushed the Iphone with a 5-6 year head start with Windows mobile? Do I even need to mention Vista? MSFT is a blind behemoth that can't find direction. I think you give them too much credit to assume they will come in and take over a market niche. You do have to take notice with all their financial backing that they might do something productive, but as you can tell I doubt it. Reply
  • commenter
    kurt walter
    Sep 11 05:17 PM
    Microsoft Hyper-V to VMware: We Have You Surrounded [view article]
    Only way VMW can beat MSFT is to have a better product at a better price. It is does, good. If not. Well, see ya. Reply
  • commenter
    Marcel
    McSweeney
    Sep 11 04:51 PM
    Microsoft Hyper-V to VMware: We Have You Surrounded [view article]
    your picture speaks a 1000 words to say nothing of the humor. MSFT clearly does not lack for persistence. When an MSFT executive was asked about MSFT investments that don't generate profits, the response is MSFT has to invest on many broad fronts in order to keep the R&D team alive within the company. I would say that is true R&D. Reply
  • commenter
    captainjohan
    n
    Aug 30 01:00 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Hi racheal, great writing. What is your take on Obama's outsourcing comment. Many Indians are switching over to macain after this comment Reply
  • commenter
    Right in
    San
    Francisco
    Aug 29 08:03 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Eli: Thanks for the comment on Rachel. The difference is in nuances, and in the ability to evolve over time. You have proven yourself fully, she is an unknown. You do a wonderful job. Reply
  • commenter
    Econ 101
    Aug 29 04:14 PM
    Wall Street Breakfast: Must-Know News [view article]
    long_on_oil,

    You forget, she has more experience than Obama too! Two years as Governor vs. 174 days in the Senate.     Reply
  • commenter
    One who
    knows
    Aug 29 03:29 PM
    Novell: Quietly Developing Some Momentum [view article]
    One thing I agree with you on is that Novell is quiet - much as they have been for the past 15+ years. They have virtually zero marketing presence and direction which is their biggest problem 2nd only to inept executive leadership since Noorda left with the current team not exempted.

    You state that: "The real story here is Linux and how Novell has become the second largest distributor to Red Hat." Suse Linux has been the 2nd Linux largest distrubutor to Red Hat before Novell aquired it and has been since. What is new there? Where is the momentum?

    Novell's revenue is up $1 million from the year ago quarter. How is that momentum? Revenue for Q307 was $237 million while revenue for Q308 was $245 million. However, if you look at Novell's statement that they attributed a $7 million revenue growth to currency changes, then revenue is actually only up $1 million.

    Since the mid 1990s, analysts have commented, much like UBS did, that Novell's strong cash reserves provide the firm with an opportunity to grow and generate more revenue. However, Novell has gone from a firm that generated $2.6 BILLION in revenue in 1996 and then slipped under $2 Billion, then to $1.7, 1.6, 1.4, 1.2 and then, under the current inept leadership, slipped below $1 Billion in revenue in 2006 for the first time since 1993. It MAY exceed 2007 revenue in FY 2008, but even then, it must thank Microsoft for bailing it out. Take Microsoft certs/vouchers away and Novell is a sub $900 million or less company.

    I found it interesting that you noted: "The only nit in Novell’s quarter was a decline in services revenue, but the company explained that’s falling because it’s shifting its wares to be distributed via partners and independent software vendors." Ah, yes, this is the not so brilliant move by Hovesepian to shut down one of the only growing parts within Novell over the past 10 years, their Support division. This is a division that had annual revenues attributed to it of approximately $60 million in 1997 which grew to well over $150 million annual by the end of 2006. Inept management at Novell did a fine job of turning it from a profit center with very good margins to a cost center. The Support division's revenue growth was phenomenal given that the rest of Novell was sinking.

    I could go on and would welcome to do so. As my name indicates, I am one who knows. I'm not an employee of Novell. I was a longtime shareholder and I am still a cheerleader for it as it has great products and talented people working there, the leaders in Waltham exempted.

    Thanks,
    oneknows@ymail.com




    Reply
  • commenter
    ksmithdc
    Aug 29 03:07 PM
    My Website
    Last Blast of Summer: The Pre-Holidays Earnings Rush [view article]
    interesting read...thanks! Reply
  • commenter
    long_on_oil
    Aug 29 11:35 AM
    Wall Street Breakfast: Must-Know News [view article]
    Rachael is doing a great job...keep up the good work. I read WSB every morning and if it weren't for the picture and note of the authors name, I couldn't tell much difference.
    And to all you Obama fans, the numbers are correct....they are just painful to you. You Obama fans are just jealous that our VP candidate is better looking than yours...lol

     Reply
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