__/ [ Larry Qualig ] on Friday 03 March 2006 20:46 \__
>
> Technomage Hawke wrote:
>> Larry Qualig wrote:
>>
>> >
>> > John Bailo wrote:
>> >> Larry Qualig wrote:
>> >>
>> >> > http://biz.yahoo.com/prnews/060302/sfth091.html?.v=29
>> >> >
>> >> > During the first fiscal quarter 2006, Novell recognized total Open
>> >> > Platform Solutions revenue of $56 million, which was up from $14
>> >> > million in the year ago period.
>> >>
>> >>
>> >>
>> > --> Bottom line: their Linux business *quadrupled*
>> >
>> > The problem for Novell is that Linux is still less than 3% of their
>> > total revenue.
>> >
>
> -> 3% of a multi-hundred-billion dollar business is still fairly
> substantial.
>
> Except that Novell is nowhere near being a "multi-hundred-billion
> dollar business." The toal market-cap for Novell is $3-billion. That's
> what the company is worth. There are only 20 companies in the US that
> do $100 billion or more in sales and fewer than 5 that do
> 'multi-hundreds' of billions. Novell isn't anywhere near this list.
>
>> couple that with the *upward* trend and it won't take
>> very long to make it 20% of the overall revenues
>
> The trend is upward. You may have noticed that NOVL is getting
> slaughtered today. (Down 17%). It's basically because of managements
> conference call that took place yesterday after the markets closed.
> During that conference call Novell management said that demand for
> their products (includintg Open-Source products) is weakening in Q2 and
> that growth will be lower than in previous quarters.
>
http://www.eweek.com/article2/0,1759,1933822,00.asp?kc=EWRSS03119TX1K0000594
,----[ Quote ]
| "During the quarter, Novell recognized total Open Platform Solutions
| revenue of $56 million, which was up from $14 million in the year ago
| period."
|
| [...]
|
| "NetWare-related revenue, to no one's surprise, continued its fall. This
| quarter it had declined 11 percent from the year-ago period."
`----
So, as one would expect, it's Microsoft's elbow that is responsible for the
decline. Linux and Open Source solutions grow very rapidly. Notice the title
of the article.
Best wishes,
Roy
--
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