InfoWorld: Memo to Microsoft : Buy Novell or JBoss, or Both

“In a previous post I suggested that Microsoft buy JBoss. After
much thought and discussion, I think that Microsoft should also buy
Novell (market cap of $2.8 billion). Not only would this give MS an
instant place in the open source market but it would also allow
them to cut marketing expenses geared toward killing Linux. With
just RedHat left as the main enterprise Linux vendor IBM or HP
would have to buy RedHat before MS stomped them out of existence.
Novell sits with $1.6 billion in cash and revenues of $1.8 billion.
This is far better than RedHat’s $517 million in cash and revenues
of $235 million, despite what Matt Szulik might lead us to
believe…”

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