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	<title>Comments on: Novell&#8217;s Positive Surprise</title>
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	<description>What's Next In the IT Channel</description>
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		<title>By: 1fb9e34fede1</title>
		<link>http://www.thevarguy.com/2008/02/29/novells-positive-surprise/comment-page-1/#comment-65020</link>
		<dc:creator>1fb9e34fede1</dc:creator>
		<pubDate>Fri, 09 May 2008 12:06:18 +0000</pubDate>
		<guid isPermaLink="false">http://www.thevarguy.com/2008/02/29/novells-positive-surprise/#comment-65020</guid>
		<description>&lt;strong&gt;1fb9e34fede1...&lt;/strong&gt;

1fb9e34fede1a36483cc...</description>
		<content:encoded><![CDATA[<p><strong>1fb9e34fede1&#8230;</strong></p>
<p>1fb9e34fede1a36483cc&#8230;</p>
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		<title>By: Standing By for Ubuntu Server Push In May? &#171; All About Ubuntu</title>
		<link>http://www.thevarguy.com/2008/02/29/novells-positive-surprise/comment-page-1/#comment-61461</link>
		<dc:creator>Standing By for Ubuntu Server Push In May? &#171; All About Ubuntu</dc:creator>
		<pubDate>Fri, 14 Mar 2008 14:47:47 +0000</pubDate>
		<guid isPermaLink="false">http://www.thevarguy.com/2008/02/29/novells-positive-surprise/#comment-61461</guid>
		<description>[...] for sure. Red Hat remains firmly entrenched on enterprise servers and Novell has shown reasonable momentum on the server as well. And let’s not forget about Microsoft, which is making its big Windows [...]</description>
		<content:encoded><![CDATA[<p>[...] for sure. Red Hat remains firmly entrenched on enterprise servers and Novell has shown reasonable momentum on the server as well. And let’s not forget about Microsoft, which is making its big Windows [...]</p>
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		<title>By: Brandon Zylstra</title>
		<link>http://www.thevarguy.com/2008/02/29/novells-positive-surprise/comment-page-1/#comment-61285</link>
		<dc:creator>Brandon Zylstra</dc:creator>
		<pubDate>Fri, 07 Mar 2008 18:34:29 +0000</pubDate>
		<guid isPermaLink="false">http://www.thevarguy.com/2008/02/29/novells-positive-surprise/#comment-61285</guid>
		<description>I respect someone who&#039;s willing to write a whole article about how they&#039;re wrong.  This is VERY unusual in a slap-dash get-the-story-out-the-door media culture, which buries its retractions in hidden places, if it ever makes them at all.  So much &quot;news&quot; today is merely infotainment.  And tech news is so often written by people who clearly know very little about the technology they&#039;re covering.  &lt;em&gt;This&lt;/em&gt; of course, is why blogs have risen to such prominence.  

I&#039;m glad to see an exception.</description>
		<content:encoded><![CDATA[<p>I respect someone who&#8217;s willing to write a whole article about how they&#8217;re wrong.  This is VERY unusual in a slap-dash get-the-story-out-the-door media culture, which buries its retractions in hidden places, if it ever makes them at all.  So much &#8220;news&#8221; today is merely infotainment.  And tech news is so often written by people who clearly know very little about the technology they&#8217;re covering.  <em>This</em> of course, is why blogs have risen to such prominence.  </p>
<p>I&#8217;m glad to see an exception.</p>
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		<title>By: kenholmz</title>
		<link>http://www.thevarguy.com/2008/02/29/novells-positive-surprise/comment-page-1/#comment-61080</link>
		<dc:creator>kenholmz</dc:creator>
		<pubDate>Sun, 02 Mar 2008 17:57:00 +0000</pubDate>
		<guid isPermaLink="false">http://www.thevarguy.com/2008/02/29/novells-positive-surprise/#comment-61080</guid>
		<description>Apologies, regarding SLED connecting to the Active Directory the one sentence should read:
I would have to venture that the HARDWARE is not the issue.
Sheesh!</description>
		<content:encoded><![CDATA[<p>Apologies, regarding SLED connecting to the Active Directory the one sentence should read:<br />
I would have to venture that the HARDWARE is not the issue.<br />
Sheesh!</p>
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		<title>By: kenholmz</title>
		<link>http://www.thevarguy.com/2008/02/29/novells-positive-surprise/comment-page-1/#comment-61079</link>
		<dc:creator>kenholmz</dc:creator>
		<pubDate>Sun, 02 Mar 2008 17:54:17 +0000</pubDate>
		<guid isPermaLink="false">http://www.thevarguy.com/2008/02/29/novells-positive-surprise/#comment-61079</guid>
		<description>What a thoughful piece by the VAR Guy and a thoughtful post by Chris Cox.  My thanks to both of you.
VAR Guy, perhaps there is hope for me.  I have used Suse since v8.2.  After the Novell/Microsoft deal I wanted to move away.  I tried on my own and the DT&#039;s were just too much.  I ended up in therapy and rehab, then a support group.  But no matter, I relapsed.  I have been using daily for a while now.  My drug of choice is SLED 10 sp1.  Although I can&#039;t afford to purchase Novell support at this time, the Smart Package Manager has been a blessed potentiator. I am still flirting with other distros, but so far they just don&#039;t provide the kick and the euphoria.
Finally, although I work in a Microsoft centric environment, my SLED connects to the Active Directory and domains better than the Microsoft machines in my small lab.  I would have to venture that the problem is not the issue.  I am stuck using some Windows so I have Win2k running in the VMWare Server.  But I am doing it inside of SLED and that provides some comfort (as well as a bit of smug bliss).
I will always be evaluating the other options (including the BSD&#039;s, OpenSolaris, etc) and I will no doubt use some for specific purposes.  For now I will use SLED.
I do appreciate what you write.  You always appear to be open (open enough to admit when you err and open enough to change your direction when the evidence warrants.  Saint Bill and Bishop Ballmer at the Church of Microsoft just don&#039;t have the integrity (who knows, if I had that much money it might be like having the ring in the Lord of the Rings, serious side effects).  I don&#039;t think Saint Bill will get that far away from Windows and Office; he will always be an ambassador for the church.
Keep up the good work.  Pray for us who are seriously addicted.</description>
		<content:encoded><![CDATA[<p>What a thoughful piece by the VAR Guy and a thoughtful post by Chris Cox.  My thanks to both of you.<br />
VAR Guy, perhaps there is hope for me.  I have used Suse since v8.2.  After the Novell/Microsoft deal I wanted to move away.  I tried on my own and the DT&#8217;s were just too much.  I ended up in therapy and rehab, then a support group.  But no matter, I relapsed.  I have been using daily for a while now.  My drug of choice is SLED 10 sp1.  Although I can&#8217;t afford to purchase Novell support at this time, the Smart Package Manager has been a blessed potentiator. I am still flirting with other distros, but so far they just don&#8217;t provide the kick and the euphoria.<br />
Finally, although I work in a Microsoft centric environment, my SLED connects to the Active Directory and domains better than the Microsoft machines in my small lab.  I would have to venture that the problem is not the issue.  I am stuck using some Windows so I have Win2k running in the VMWare Server.  But I am doing it inside of SLED and that provides some comfort (as well as a bit of smug bliss).<br />
I will always be evaluating the other options (including the BSD&#8217;s, OpenSolaris, etc) and I will no doubt use some for specific purposes.  For now I will use SLED.<br />
I do appreciate what you write.  You always appear to be open (open enough to admit when you err and open enough to change your direction when the evidence warrants.  Saint Bill and Bishop Ballmer at the Church of Microsoft just don&#8217;t have the integrity (who knows, if I had that much money it might be like having the ring in the Lord of the Rings, serious side effects).  I don&#8217;t think Saint Bill will get that far away from Windows and Office; he will always be an ambassador for the church.<br />
Keep up the good work.  Pray for us who are seriously addicted.</p>
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		<title>By: Novell&#8217;s Positive Financial Surprise &#124; Open Source Pixels</title>
		<link>http://www.thevarguy.com/2008/02/29/novells-positive-surprise/comment-page-1/#comment-61046</link>
		<dc:creator>Novell&#8217;s Positive Financial Surprise &#124; Open Source Pixels</dc:creator>
		<pubDate>Fri, 29 Feb 2008 22:00:09 +0000</pubDate>
		<guid isPermaLink="false">http://www.thevarguy.com/2008/02/29/novells-positive-surprise/#comment-61046</guid>
		<description>[...] a new piece of financial news, the Linux provider is performing better than Wall Street expected. Here?s the scoop, which surprised our resident blogger.   February 29, 2008 &#183; Linux, News, Open Source [...]</description>
		<content:encoded><![CDATA[<p>[...] a new piece of financial news, the Linux provider is performing better than Wall Street expected. Here?s the scoop, which surprised our resident blogger.   February 29, 2008 &middot; Linux, News, Open Source [...]</p>
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		<title>By: Chris Cox</title>
		<link>http://www.thevarguy.com/2008/02/29/novells-positive-surprise/comment-page-1/#comment-61043</link>
		<dc:creator>Chris Cox</dc:creator>
		<pubDate>Fri, 29 Feb 2008 17:27:32 +0000</pubDate>
		<guid isPermaLink="false">http://www.thevarguy.com/2008/02/29/novells-positive-surprise/#comment-61043</guid>
		<description>Novell still has some tricks up its sleeve.  Remember, the Linux community (in general) wants NO Microsoft at all.  An while that is a good long term goal, today&#039;s business still needs a Linux player than isn&#039;t afraid to integrate with a Microsoft environment.  Look for Novell to continue to make some key strategic acquisitions... ones that make the best sense for them (not necessarily the &quot;ooh baby&quot; popularity acquisitions... e.g. MySQL).

Both Ubuntu and Red Hat are &quot;pure&quot; Linux plays and do well inside of businesses that are prepared to remove all of their Windows platforms.  The problem with this strategy is that not everyone is ready to obliterate Windows in its entirety.  I have worked with many Red Hat shops and I&#039;m disappointed by Red Hat support and statements made by their engineering and support teams.  Does Red Hat understand technology?.. I would say yes, definitely.  Does Red Hat understand business?  No way.


Also, Novell recognizes that virtualization is going to even a bigger part of corporate planning over the next 5 years than in the past year.  Will it be Xen?  Not sure.  But virtualization certainly and Novell wants to be a key player (regardless of the underlying hypervisor chosen).

Along with that, the complexities of managing a large distributed datacenter with multiple machines, blades and virtual machines is something Novell realizes all people need.  While I&#039;m not too keen on the idea of one centralized patching platform (as long as Microsoft is involved there, it&#039;s doomed to failure), the ideas of identity management, machine configuration management and dynamic allocation of machine resources are some of the current strengths of Novell&#039;s current direction.

One must ask, what are Canonical and Red Hat doing in the enterprise space?  Well... JBoss could be interesting, but I think the world is not as enamored with Java application servers anymore... not saying there isn&#039;t some room for growth, but most of that will be in &quot;take away&quot;... which lines up fine with the general Linux community thinking of what Linux based products should be doing.  Ubuntu just isn&#039;t ready at all for the enterprise yet... make take a few years in fact.

Novell on the other hand seem more interested on where things are going and expanding into new markets rather than stealing away from existing markets (obviously some of that will happen too).  And while Novell certainly has to do some repair work on its integrator partnerships (Novell needs to do some house cleaning on those that messed that up... hint), they are really the only enterprise Linux player that has the personnel world wide to drive post billion dollar sales (possibly even multi-billion).  Red Hat is attempting to figure all of that out... but having been there, the success rate is similar to starting a brand new company... very few achieve it.


Will Novell succeed?  Who knows?  We live in a strange world where litigation is preferred to innovation.  We can only hope that Novell (who is tied up in some litigation) has the foresight to innovate and depend solely on building on existing markets and forging new markets for their revenue moving forward.

I wouldn&#039;t count Novell out just yet.  Let&#039;s put it this way, if Novell&#039;s strategy fails, I can almost guarantee you that Canonical and Red Hat will fail as well... in fact it is more likely that Novell would be the last one standing.

Give it some thought.  You are the &quot;VAR&quot; guy after all.  Put on your business hat and examine the strategies yourself.

Oh.. btw, Novell wasn&#039;t exactly a powerhouse in the early 90&#039;s, they were a company in self destruct mode.  Anyone who couldn&#039;t see it coming just wasn&#039;t looking very far ahead.  The were acting very similar to what I see AMD doing over the past 2 years.  And well... look how well that has worked out for AMD.

By 1994, Novell was a company in (euphoric) chaos.... and then... KABOOM!  The good news is that today&#039;s Novell isn&#039;t the old Novell.. which is weird because I keep hearing people who want the OLD Novell back... what?!!?!  Just goes to show you that people just look at short term ($$$$$$) rather than the long term.

I&#039;m not saying Novell is perfect... as mentioned, they still have significant house cleaning to do.  And yes, there will be some that get quite upset about it... but Novell needs to be looking 5-10 years down the road (typical investors hate that... unless you are NOT the typical speculative investor...i.e. your are a true investor).

I know we&#039;ll probably differ on what I&#039;ve said here... and that&#039;s fine.  However, if Novell does succeed, and I become a millionaire again, I&#039;ll gladly treat you to lunch!!</description>
		<content:encoded><![CDATA[<p>Novell still has some tricks up its sleeve.  Remember, the Linux community (in general) wants NO Microsoft at all.  An while that is a good long term goal, today&#8217;s business still needs a Linux player than isn&#8217;t afraid to integrate with a Microsoft environment.  Look for Novell to continue to make some key strategic acquisitions&#8230; ones that make the best sense for them (not necessarily the &#8220;ooh baby&#8221; popularity acquisitions&#8230; e.g. MySQL).</p>
<p>Both Ubuntu and Red Hat are &#8220;pure&#8221; Linux plays and do well inside of businesses that are prepared to remove all of their Windows platforms.  The problem with this strategy is that not everyone is ready to obliterate Windows in its entirety.  I have worked with many Red Hat shops and I&#8217;m disappointed by Red Hat support and statements made by their engineering and support teams.  Does Red Hat understand technology?.. I would say yes, definitely.  Does Red Hat understand business?  No way.</p>
<p>Also, Novell recognizes that virtualization is going to even a bigger part of corporate planning over the next 5 years than in the past year.  Will it be Xen?  Not sure.  But virtualization certainly and Novell wants to be a key player (regardless of the underlying hypervisor chosen).</p>
<p>Along with that, the complexities of managing a large distributed datacenter with multiple machines, blades and virtual machines is something Novell realizes all people need.  While I&#8217;m not too keen on the idea of one centralized patching platform (as long as Microsoft is involved there, it&#8217;s doomed to failure), the ideas of identity management, machine configuration management and dynamic allocation of machine resources are some of the current strengths of Novell&#8217;s current direction.</p>
<p>One must ask, what are Canonical and Red Hat doing in the enterprise space?  Well&#8230; JBoss could be interesting, but I think the world is not as enamored with Java application servers anymore&#8230; not saying there isn&#8217;t some room for growth, but most of that will be in &#8220;take away&#8221;&#8230; which lines up fine with the general Linux community thinking of what Linux based products should be doing.  Ubuntu just isn&#8217;t ready at all for the enterprise yet&#8230; make take a few years in fact.</p>
<p>Novell on the other hand seem more interested on where things are going and expanding into new markets rather than stealing away from existing markets (obviously some of that will happen too).  And while Novell certainly has to do some repair work on its integrator partnerships (Novell needs to do some house cleaning on those that messed that up&#8230; hint), they are really the only enterprise Linux player that has the personnel world wide to drive post billion dollar sales (possibly even multi-billion).  Red Hat is attempting to figure all of that out&#8230; but having been there, the success rate is similar to starting a brand new company&#8230; very few achieve it.</p>
<p>Will Novell succeed?  Who knows?  We live in a strange world where litigation is preferred to innovation.  We can only hope that Novell (who is tied up in some litigation) has the foresight to innovate and depend solely on building on existing markets and forging new markets for their revenue moving forward.</p>
<p>I wouldn&#8217;t count Novell out just yet.  Let&#8217;s put it this way, if Novell&#8217;s strategy fails, I can almost guarantee you that Canonical and Red Hat will fail as well&#8230; in fact it is more likely that Novell would be the last one standing.</p>
<p>Give it some thought.  You are the &#8220;VAR&#8221; guy after all.  Put on your business hat and examine the strategies yourself.</p>
<p>Oh.. btw, Novell wasn&#8217;t exactly a powerhouse in the early 90&#8217;s, they were a company in self destruct mode.  Anyone who couldn&#8217;t see it coming just wasn&#8217;t looking very far ahead.  The were acting very similar to what I see AMD doing over the past 2 years.  And well&#8230; look how well that has worked out for AMD.</p>
<p>By 1994, Novell was a company in (euphoric) chaos&#8230;. and then&#8230; KABOOM!  The good news is that today&#8217;s Novell isn&#8217;t the old Novell.. which is weird because I keep hearing people who want the OLD Novell back&#8230; what?!!?!  Just goes to show you that people just look at short term ($$$$$$) rather than the long term.</p>
<p>I&#8217;m not saying Novell is perfect&#8230; as mentioned, they still have significant house cleaning to do.  And yes, there will be some that get quite upset about it&#8230; but Novell needs to be looking 5-10 years down the road (typical investors hate that&#8230; unless you are NOT the typical speculative investor&#8230;i.e. your are a true investor).</p>
<p>I know we&#8217;ll probably differ on what I&#8217;ve said here&#8230; and that&#8217;s fine.  However, if Novell does succeed, and I become a millionaire again, I&#8217;ll gladly treat you to lunch!!</p>
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