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Fwd: Re: [SLE] Re: Oracle-Novell
  • From: Stephen Boddy <stephen.boddy@xxxxxxxxxxxxxx>
  • Date: Tue, 18 Apr 2006 23:18:20 +0100
  • Message-id: <200604182318.20726.stephen.boddy@xxxxxxxxxxxxxx>
Dude, keep it on list, or I'm gonna start thinking you fancy me or
something!!! :-)

---------- Forwarded Message ----------

Subject: Re: [SLE] Re: Oracle-Novell
Date: Tuesday 18 April 2006 20:21
From: Dwerts <n7nkj@xxxxxxxxxxx>
To: Stephen Boddy <stephen.boddy@xxxxxxxxxxxxxx>

Steve. I also feel about Larry the same as you, don't trust him and his
"co-hort" Bill G

On Tue, 2006-04-18 at 12:26 +0100, Stephen Boddy wrote:
> On Tuesday 18 April 2006 05:03, kai wrote:
> > 5. Novell is in a less-than-optimal situation. They are floundering a bit
> > trying to get a foothold in the enterprise market. That shows a company
> > ripe for the picking. Novell's stock is hovering between $5 and $8 a
> > share. (Aside from today's bump.) This in comparison to the leader - Red
> > Hat - who probably doesn't even want to be bought. Their stock is in the
> > high $20's a share, even with today's drop due to the news.
>
> Share price is irrelevant. Market capitalisation is where you need to look.
> That's how much it would "cost" to "buy" the company. In reality you would
> rarely "buy" the company. At the moment you're looking at:
> NOVL $2.99B
> RHAT $5.10B
> which suggests that although Novell share price is lower, they also have
> more shares. If the number of shares were equal to Red Hat's, then Novell
> would be more like $18.
> Just for perspective:
> ORCL $70.93B
> IBM $127.96B
> and our favourite old whipping post:
> MSFT $277.35B
>
> However, if Oracle were in the market, and looking to get a high profile
> brand, then it's a tough call. Red Hat undoubtedly has the brand
> recognition, and I'd give the PR war and general acumen points to them too.
> Novell have more time in the trenches, and have weathered some fairly nasty
> periods. They have (as I understand it) a good product set, and (depending
> on you POV) some definite advantages when it comes to "IP" (I'm abusing
> that term, hence the quotes). They would also be cheaper. For about 30
> seconds after any serious intent was seen on the part of Oracle.
>
> Personally I'd prefer Oracle to stay out of Novell. So far Novell haven't
> done anything to massively upset me. They've made a lot of the right moves,
> and seem to be genuine about reinventing themselves and fighting the good
> fight (OSS not religion ;-). I don't really trust Oracle to continue that
> state of affairs.
> --
> Steve Boddy

--
Don N7NKJ
SuSE 9.3 Because it keeps on working! and it's open source!

"Those who would give up essential liberty to purchase a little temporary
safety, deserve neither liberty or safety".
Benjamin Franklin

-------------------------------------------------------

--
Steve Boddy

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