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Re: Microsoft Spin Regarding Novell Success

____/ John Bailo, Texeme.Construct on Tuesday 14 August 2007 02:56 : \____

> The Novell victory brings an obvious slew of Microsoft propaganda as
> they try to salve their many wounds.   Trolls aplenty in COLA and
> Yahoo Finance are offering these memes:
> 
> 1. Novell will be bought by Microsoft (ignore all legal and business
> ramifications).

Not possible, so Microsoft already uses Novell as a proxy. It can later crush
Novell and take its assets.

http://www.youtube.com/watch?v=PTOUkNUXtNw

> 2. Novell will be bought by IBM (why they would do this after the
> victory rather than before...make up your own reasons).

This has been said a long time ago and it remains a possibility. IBM now
cooperates with Novell on Open Client. Also see this new video:

http://www.youtube.com/watch?v=J0YoDXfsYEo 

> 3. This helps Microsoft (don't explain, just say it a lot).

That would indeed be naive.

> 4. OSes are passe, Virtualization will make them unnecessary (Fox.
> Grapes.  Need I say more).

From

http://beranger.org/index.php?page=diary&2007/08/13/06/52/18-me-in-the-kingdom-of-boredom

"The idiocy of the weekend: VMware Predicts Death to Operating Systems. Mendel
Rosenblum's head is full of marketing crap, and his grey cells are made of
sh...

Boy, what an idiocy. Never, but never before the human society wasn't so full
of pigheads, idiots, liars, crappy marketers, greedy capitalists and plain
idiots as today."

> 5. Novell cannot sell any products (ignore identity management sales,
> Peugeot purchase of Suse servers and desktops).

Sales of legacy products decline.

Just posted:

http://weblog.infoworld.com/lewis/archives/2007/08/a_developer_who.html?source=rss

"We're going from Novell (dead end) to ActiveDirectory. And even as a developer
(mostly Unix, but some PC), "they" want to lock down my desktop so I can't
install apps (not even give me a login I can switch to to do the installs, and
switch back)."

> 6. Novell cannot get OEM loyalty (ignore Netware customers who
> continue to support the product 16 years later).

That's legacy. They need to move on.

> 7. Novell management is deserting (if you call executives shuttling
> back and forth between IBM, the Linux Foundation and other major
> technology organizations "deserting" -- especially when they form new
> alliances and relations...)

Key people are leaving.

> 8. Stock option problem will sink NOVL (resolved several months ago).

Their financial state (never mind the issues they had with the NASDAQ) is
rather bad. They disappointed Wall Street and some say that they are
financially dependent on Microsoft. The company is oversized for the level of
business it ought to expect. Like Sun Microsystems, one ought to expect some
layoffs. It's a matter of being realistic. In the past few months, Novell gave
clues about deflation (e.g. renting office space).

Novell is a Linux company now, but it's taking the wrong route by doing
Microsoft's dirty work and hoping for a nickel in return. Watch
Linspire. "Executive exodus" is what SJVN talked about last week.

-- 
                ~~ Best of wishes

Roy S. Schestowitz      |    Y |-(1^2)|^(1/2)+1 K
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