Novell/SUSE Prime for Aquisition? 218
Ho Kooshy Fly writes "Supposedly Novell/SUSE looks like a good buyout target now. The likes of the obvious, IBM and the less obvious Cisco might be interested in integrating in the new Novell/SUSE company into their portfolio." Lucent, AT&T, and HP are also mentioned as possible buyers, but it's important to remember that it's all still just speculation.
Not HP. (Score:3, Funny)
Re:Not HP. (Score:1)
Well...honestly...who wouldn't.
*Kicks Self* for turning down the job at Gulfstream...
Re:Not HP. (Score:2)
Re:Not HP. (Score:2, Insightful)
If HP wants an OS to invest in they should take a look at OpenVMS. DEC and Compaq almost criminally neglected their VMS customers and yet they STILL sold new licenses.
OpenVMS has unlimited potential, if only its new owner would get past a little bit of "Not Invented Here" mentality and get over their Redmond worship.
Re:Not HP. (Score:2)
<sigh>
Re:Not HP. (Score:2)
good lord. with red hat deep-sixing their standard version and now the threat of suse being captured by the khmer rouge, what the hell am i going to install now [dyndns.org]???
Re:MAYBE SUN (Score:2)
IBM? Why? (Score:1, Interesting)
And face it, the only thing that could kill Suse quicker than Novell would be IBM marketing.
Re:IBM? Why? (Score:2, Insightful)
Re:IBM? Why? (Score:1)
I was referring to OS/2. (Sorry I didn't point that out more explicitly.)
Re:IBM? Why? (Score:2)
Re:IBM? Why? (Score:3, Funny)
Re:IBM? Why? (Score:2)
Re:IBM? Why? (Score:2)
Re:IBM? Why? (Score:2)
IBM should, and i think are, get rid of all their OSes, all that code that is 'competing' with linux, put all the good stuff into the kernel, and then port linux to any architec
Re:IBM? Why? (Score:2)
IBM is doing the right thing.
Provide exactly enough support for the legacy OS that paying customers require.
Move OS development into those features of Linux that help to promote IBM's business strategy where those features are lacking. Let the community of Linux developers scratch their own itches which will probably save IBM a lot of money in development costs.
Commoditisation of commonly-used software won't be denied.
IBM is wisely riding ahead of the Linux wave where they can, to some degree direct wh
Re:IBM? Why? (Score:2)
Re:IBM? Why? (Score:2)
Re:IBM? Why? (Score:2)
What about Oracle or Lucent? (Score:1)
Re:What about Oracle or Lucent? (Score:3, Interesting)
IBM will kill Ximian if they purchase Novell. (Score:1)
Not only that, but IBM wants Linux to spread ... (Score:2, Insightful)
As IBM wants Linux to take over the world, the need to keep it somewhat at arms length. Big Blue will continue to dance with the penguin, but no one should expect IBM to invite Tux home to bed.
Ripe why? (Score:4, Insightful)
Re:Ripe why? (Score:3, Insightful)
Yes - but if you buy up the competition you can then raise prices as there's less competition in the marketplace.
Re:Ripe why? (Score:2)
I doubt there's any significant competition between Groupwise and Notes. Each would see Exchange as their main competition.
As for their corporate customers, Netware shops will go for Groupwise, and maybe some companies that have been burned once too often by the Exchange virus platform. Companies wanting to incorporate database functionality into their groupware will go with Notes. Again, not much overlap, therefore not much competition between the two.
Re:Ripe why? (Score:4, Insightful)
Novell has full control of SCO's UNIX license, and an IBM controlled Novell would yank it in a heartbeat, securing Linux for IBM.
IBM doesn't need Novell (Score:5, Interesting)
It may be, however, that IBM wants "the whole package". That is, Novell and SCO, and all their combined trademarks and patents. They'd have the whole Unix kit and kaboodle, in addition to some nice file system, network protocols, directory, client management etc. tech. to add to their portfolio.
Re:IBM doesn't need Novell (Score:2)
Re:IBM doesn't need Novell (Score:2, Insightful)
Re:Ripe why? (Score:2)
Re:Ripe why? (Score:2)
Re:Ripe why? (Score:2)
Money. Since Novell just paid $210m for SuSe, and SCO's market cap is below that, and sales are below that, they do not have the resources to do so. The best they could hope for is a stock swap where each would own part of the other. SCO would be the smaller of the two. A hostile take over is impossible simply because they lack the cash, even at inflated stock prices.
Novell is not likely to want to merge with SCO in a stock swap. What exactly does SCO
Re:Ripe why? (Score:5, Interesting)
One word: eDirectory [novell.com]
One feature that Linux lacks in the datacenter is a directory. eDirectory is what used to be known as NDS. Novell ported it to Linux a few years ago...
I am the sysadmin for a NetWare shop. Having a replicated, partitioned directory tree is wonderful. It's one of those things that "just works".
- Bunny
Re:Ripe why? (Score:2)
Re:Ripe why? (Score:2)
"DirXML is a bi-directional data sharing service that leverages Novell eDirectory to distribute new and updated infor
Novell would make a great buy for IBM (Score:5, Insightful)
Especially since Novell has those rights to direct SCO to do whatever it wants with respect to the contract between SCO & IBM.
In other words, IBM buying Novell would draw the noose more tightly around SCO's neck (okay, true, that's overkill, but...)
IBM does not need to buy SUSE/Novell (Score:1, Interesting)
Not likely, though (Score:5, Insightful)
Re:Novell would make a great buy for IBM (Score:2, Insightful)
Also as has been pointed out, IBM has struck alliance with both Suse and Redhat an
Re:Novell would make a great buy for IBM (Score:2)
Nobody can own Linux, and there's a (yet to be destined) number of companies which will be able to live from the pure linux market. If IBM would try to monopolize this market, there would instantly be a space for newcomers. So I think they're better of in continuing what they are doing now, that is holding close ties to companies and that way cover everything they need to deliver fo
AT&T vs. SCO (Score:2, Interesting)
Re:AT&T vs. SCO (Score:2)
And thay say crime doesn't pay.
Win Win for IBM (Score:5, Informative)
Playing Caldera's game (Score:1)
Re:Playing Caldera's game (Score:2)
2. Using Novell's agreement with SCO to order SCO to put up and/or shut up or even revoking the agreement would not be "descending to their level", it would just be moving this forward- SCO, who promised to show the evidence in June, realized long ago that they have no case, and isn't going to let evidence come out to that effect
Re:Playing Caldera's game (Score:2)
(Of course, Mr. Love was able to hold onto some good staff from the prior managers, because a) he wasn't terible and b) that was where they had a job working with Linux. But if you review his decisions you will see that Caldera has been headed towards the current SCO stance for a long time.)
Why no OEMs? (Score:4, Interesting)
Can't See this being good for anyone, right now (Score:1, Insightful)
Having seen Cisco's recent ads (Score:2, Informative)
Novell and it's assets (particularly app servers, resource management and clustering stuff) would make that a possibility.
Novell needs to be on Linux (Score:1, Interesting)
The end of Red Hat? (Score:4, Insightful)
Re:The end of Red Hat? (Score:2, Interesting)
Nope (Score:2)
IBM makes money the smart way. They service whatever OS's are on the market. That way if any particular OS become irrel
Why Apple should buy RedHat (Score:2)
and academic market -- witness Xserve, and the
decision to put Virginia Tech at the front of the
queue for 1100 G5s. Buying RedHat gives Apple a
(Linux) customer base in those machine rooms -- just
like buying Shake gave them a (Linux) customer
base in CG. And just like Apple Shake supports Linux,
but makes it financially advantagous to move to
OS X, RedHat-the-Apple-subsidiary could do
a similiar migration strategy, underpricing service
this time to win OS
Re:The end of Red Hat? (Score:2)
buyout? why? already? (Score:2)
I just can't see Novell saying: "OK, we are going to buy SuSE and Ximian so that we can get acquired." It would devalue the company to do that - that kind of approach would minimize the percieved value of Novell and trivialize the somewhat major moves that Novell is making. Com
Re:The end of Red Hat? (Score:2)
I doubt it. I don't use RedHat because they are the biggest. I use RedHat because they make a good product, they have good service, and they always HAVE, so I have invested a great deal of time and resources learning it. All Linuxs (Linuxi?) is NOT alike.
I just bought a bunch of hard drive racks from computergate.com so I can swap out drives with different OS's and compare/test/learn on a testing platform I built (amd 2500x
Hang on a minute! (Score:1, Funny)
You're new around here, aren't you?
Death to this company... (Score:1)
Not any time soon... (Score:2, Interesting)
As the article states, the only obvious candidate to take Novell over is IBM.
The reason I feel Novell wont be going anywhere soon is because you need these middle sized computer companies to exist. You can't have companies the size
I really like Novell / SuSE on their own. (Score:3, Interesting)
Sun is also an interesting bit-player in this drama too. Didn't they ink some deal with SCO regarding rights/licensing?...they could strengthen their hand by purchasing Novell.
Any move by MS to take Novell might be blocked on antitrust grounds. HP would be the best bet for action as an MS proxy, another wierd longshot proxy for MS might be someone like DELL. That's just speculation though, but the alignment is right and a deal like that couldn't be blocked outright on antitrust grounds.
How about SCO?...laugh...yeah, the've got LOTS of new money from MS, that might get the noose from around their necks. Do they have enough money to really buy their way out?
All this movement makes me really glad that the kernel is GPL. I've seen TOO many companies bought by MS just to put them out of business. I believe that this is what scares MS the most about Linux, they can't simply buy the company and shut it down.....
Whatever happens, it should be interesting for all of us to watch. We can be somewhat relieved that nobody can take our kernel's (and the rest of the work too) away from us.
IBM? Maybe. HP? Probably not now. (Score:3, Informative)
SuSE might be useful as they have global acceptance which may help to sell more Linux products and solutions to the global marketplace vs. RHES.
HP probably won't buy it (yet). If they do it will be to take SuSE for use as their Linux solution provider, and to put down Novell to garner further favor from Microsoft- who also power their midrange backoffice offerings. But HP is still cooling down from the Compaq merger. It's too soon to look at Novell while simultaneously keeping it's current investors happy (they should be focusing on ops as is).
Maybe it'll be Oracle, to use as another pawn in their game to beat everybody else (read: Microsoft) no matter what the cost.
Re:IBM? Maybe. HP? Probably not now. (Score:2)
I'm not saying it is likely that IBM will by Novell, but your arguement is slightly flawed.
Re:Tivoli has LDAP based on DB2 (Score:2)
I don't think so. (Score:5, Insightful)
As for the others, sorry, I keep an eye on all of them, and I haven't see any sign of any of them having any interest in getting into the OS business. AT&T & Lucent have their own problems to fix, and Cisco is finally coming around quite nicely by having stuck to their main business lines.
Steven
They arent 'buying' linux (Score:2)
So they are purchasing something of 'value', not something they can get for 'free'.
And linux/bsd really isnt 'free' in the sence of compaines, it costs $ to develop to their needs...
Re:I don't think so. (Score:2)
That is not to say
Re:I don't think so. (Score:2)
Predictions (Score:1)
Re:Predictions (Score:1)
Lucent? (Score:2)
Cisco should buy Novell (Score:1)
Obligatory SCO connection (Score:5, Informative)
Maybe you remember her from her SCO kernel source code news [smh.com.au]?
Re:Obligatory SCO connection (Score:2)
A: (It was in) C.
Q: Have you any previous experience in reading code?
A: No. And I am not a copyright attorney either. However, for the purposes of authentication, I had a code developer present to review the materials with. No one has greater respect for their inherent limitations than I do!!!
(emphasis mine)
Err
Some analyst - how can you analyse anything if you can't bloody read it? What authori
Re:Obligatory SCO connection (Score:2)
Re:Obligatory SCO connection (Score:2)
IBM could buy both RedHat and Novell/SuSE... (Score:2, Funny)
...and combine both distributions into one called OS/2!
Possible buyers (Score:2)
As long as it's not by a certain OS company. (Score:2)
more candidates? (Score:2)
Analyst (Score:5, Informative)
Re:Analyst (Score:2)
This could be interesting (Score:4, Interesting)
IBM owning Novell is less obvious, as Novell lost their claim to the UNIX rights, in the early parts of this bout. Nonetheless, Novell is no trivial force and is a well-known name in the markets SCO is aiming at (low-end business). IBM is better-known in the high-end of the spectrum.
From a muscle-flexing standpoint, things look very different. SCO pulls the licenses for IBM's AIX and SGI's IRIX. Both companies ignore it. IBM gorges of Novell and SuSE, barely noticing.
Which giant would you be the more scared of?
Re:This could be interesting (Score:2)
UNIX schmunix, that would be incidental. Novell's technologies like eDirectory and their groupware suite would be what really interests IBM. Linux has no directory service, and eDirectory is one of those fantastic things that Just Works once you get it all set up. That and its interoperability with the rest of Novell's offerings would be the icing on the cake, especially with Novell's push tow
Re:This could be interesting (Score:2)
Oh come on (Score:2, Interesting)
Not only that but Gartner is usually off with things like this; infact Gartner is usually off with many things regarding Linux in specific. Laura Didio?? T
jackass dinosaurs at a dinerparty? (Score:2)
Whats for Lunch? I would't be suprised to find in 6 months that the complete SuSE Engineerung department is sitting at home without a job. The Engineerung jobs have of course been transferred to a ultra low-cost far east country. Thats currently the only financial
Microsoft Buyout and Crush Philosophy? (Score:2)
Re:Microsoft Buyout and Crush Philosophy? (Score:2)
That's the beauty of linux. Every SuSE employee who wouldn't want to get his brain reallocated could go out with a bunch of others and "fork" the SuSE distribution. The only stepping stone would be YaST, and this should be not too hard to recreate.
After that, old SuSE clients knew where to go.
Dilbert (Score:2)
For some reason I am reminded of that one Dilbert episode where the search for some company to merge with was compared to a desperate female's last ditch effort to get picked up a bar.
God forbid (Score:2)
I would much prefer see it go to IBM, at least IBM will most likely keep it alive and probably thriving. If IBM played it right they could inflict serious hurt on M$.
Recent Novell Session (Score:2, Interesting)
All part of the Great Shakeout (Score:2, Interesting)
IT has come to its middle-age crisis point where some parties have more to lose than to win through further change. It's a defining moment when a young revolutionary becomes a reactionary dictator, but we're here.
On the side of stability, we have Microsoft, Intel, and HPaq. On the side of change, we have IBM, Nocel/Suse and the unwashed foss hordes. And in the middle, watch
Danger! (Score:2)
Novell (Score:2)
The things that Novell had going against it were Netware, which is an ar
Lucent? AT&T? huh? (Score:3, Interesting)
still, the irony would be rich...
Re:As seen previously... (Score:2)
Re:Microsoft (Score:2)
Re:Microsoft (Score:1)