Novell disappoints - what next?
Tonight Novell posted results below market expectations (watch Wednesday share action for proof), but listening to the conference call really convinced me that Ron (the new CEO) really "gets it" about the importance of SUSE Linux Enterprise 10. I'm even more convinced now that Oracle or IBM will need to buy Novell to own SUSE before summer 2007. During the conference call, Novell talked about appreciating the subscription and consultancy business model - showing it's headed in the exact same direction as Sun Micro. Let's see if Ron can pull out the same kinds of positive turn-around results that Jon is enjoying at Sun.