Comments on: Elliott Associates: Novell Won’t Go to Pieces http://www.thevarguy.com/2010/03/12/elliott-associates-novell-wont-go-to-pieces/ Channel News, Reseller News and Channel Partner Programs Fri, 10 Feb 2012 12:00:23 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Segedunum http://www.thevarguy.com/2010/03/12/elliott-associates-novell-wont-go-to-pieces/comment-page-1/#comment-107577 Segedunum Mon, 15 Mar 2010 23:50:28 +0000 http://www.thevarguy.com/?p=9350#comment-107577 I can only hope that someone comes in, slaps Novell round the head, and decides to run it properly. If that happens then there is some serious hope because that's all Novell have been lacking, but the sands of time are running out. I can only hope that someone comes in, slaps Novell round the head, and decides to run it properly. If that happens then there is some serious hope because that’s all Novell have been lacking, but the sands of time are running out.

]]> By: The VAR Guy http://www.thevarguy.com/2010/03/12/elliott-associates-novell-wont-go-to-pieces/comment-page-1/#comment-107574 The VAR Guy Mon, 15 Mar 2010 20:54:01 +0000 http://www.thevarguy.com/?p=9350#comment-107574 Segedunum: The VAR Guy tends to be a "glass half full" type of guy. Let's see how the story plays out before assuming Elliott will (A) acquire Novell and (B) break up Novell. Our resident blogger still expects an update from Novell and Elliott in time for the BrainShare conference (March 21, 2010)... Just a hunch. But a strong one. -TVG Segedunum: The VAR Guy tends to be a “glass half full” type of guy. Let’s see how the story plays out before assuming Elliott will (A) acquire Novell and (B) break up Novell. Our resident blogger still expects an update from Novell and Elliott in time for the BrainShare conference (March 21, 2010)… Just a hunch. But a strong one.
-TVG

]]> By: Segedunum http://www.thevarguy.com/2010/03/12/elliott-associates-novell-wont-go-to-pieces/comment-page-1/#comment-107558 Segedunum Sat, 13 Mar 2010 23:53:11 +0000 http://www.thevarguy.com/?p=9350#comment-107558 I think we all knew that Novell would end up this way. They still have a reasonable cash pile, but that isn't going to last for much longer. Revenues have been consistently falling for years, and the new found Linux and open source revenue is not even making a dent at recovering what they're losing in traditional Netware customers. However, if they sell the Novell division then they lose pretty all of their revenue straight away. Elliot is a corporate raider. Nothing more. They have no interest in running, leading or managing Novell. It is inevitable that Elliot will break up Novell to recoup the investment. It's all that can happen. I think we all knew that Novell would end up this way. They still have a reasonable cash pile, but that isn’t going to last for much longer. Revenues have been consistently falling for years, and the new found Linux and open source revenue is not even making a dent at recovering what they’re losing in traditional Netware customers. However, if they sell the Novell division then they lose pretty all of their revenue straight away.

Elliot is a corporate raider. Nothing more. They have no interest in running, leading or managing Novell. It is inevitable that Elliot will break up Novell to recoup the investment. It’s all that can happen.

]]> By: Linux user http://www.thevarguy.com/2010/03/12/elliott-associates-novell-wont-go-to-pieces/comment-page-1/#comment-107557 Linux user Sat, 13 Mar 2010 21:48:39 +0000 http://www.thevarguy.com/?p=9350#comment-107557 What is going to happen to Linux? What is going to happen to open source? What is going to become of all those Linux and tech patents that Novell has? Novell selling could be seen as a reckless move. What is going to happen to Linux? What is going to happen to open source? What is going to become of all those Linux and tech patents that Novell has? Novell selling could be seen as a reckless move.

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