Oracle buys Novell?
- Published April 19th, 2006 in Upfront News, Economics
The News
According to Larry Ellison, Oracle’s founder, Oracle could buy Novell in order to have a complete software stack.
I have mixed feelings about this. On the one hand, Oracle is powerful and big so it could give GNU/Linux an even bigger punch. On the other hand, Oracle is not truly commited with Free Software — it just uses the word Open Source to attract some people. Likewise, I don’t know if would be a sole attempt at rising along with GNU/Linux meaning that if it failed they’d just forget it and layoff all the Novell employers.
Novell is using GNU/Linux to fight for their suvival so they’re clearly doing their best — XGl, Compiz, iFolder, SuSE, Mono, Gnome, etc.. just come to prove that.
The Financial Analysis
Pay attention to Novell stock shares as they’ll certainly rise.
“Pay attention to Novell stock shares as they’ll certainly rise.”
Humm, at best the share price remained static, but looking carefully they actually dipped shortly after the aquisition news came out!
Well, that’s the intraday prior to the news being spread.
With Apple’s BootCamp happened the same. It took one day for the shares to start rising steady. So let’s see how the market responds today.
Hamm, they responded in the same way - the stock price hasn’t even twitched after two days - if anything, it decreased since the announcement!
Explain that one.
Why is everyone expecting that at any given moment Novell shares rise above the clouds? Wall Street doesn’t care less about whatever Open-Source moves they make. To WS, Novell is ancient history (also remember that Novell bought an European company that doesn’t have any significant market share in the US).
And Larry… well, Larry is just being Larry.
Well, but Wall Street likes seeing some blood.
Anyway, this is pure speculation based on a very naive fundamental analysis. I like speculating :-) Nevertheless, I think the market will respond. Let’s stay tuned.
Sorry mate, it won’t. Stock market doesn’t feed on geek power.
well, might lead to miss understandings…
“Novell is using GNU/Linux to fight for their suvival so they’re clearly doing their best — XGl, Compiz, iFolder, SuSE, Mono, Gnome, etc.. just come to prove that.”
Gnome ? yes, Miguel de Icaza’s Ximian team is there. But Gnome is not Novell. Mono… ok they are focusing on it. Just to say that all these tech’s where bought by Novell, but already existed like you know.
I don’t like SuSe’s Yast :))) (i had to say this)
As for Boot Camp, Apple is very hype. No wonder stock rise. I see Boot Camp taking a good bunch of users to OSX world. he he he… what a mouse trap :)