Novell (NOVL) dirt cheap, good buy? Message Board

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Technology Stocks : Novell (NOVL) dirt cheap, good buy?

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To: Paul Fiondella who wrote (42340)	8/15/2006 5:21:41 PM
From: sixty2nds	Read Replies (1) of 42771

08:42 ORCL Oracle to announce their own branded version of Linux? - SiliconBeat.com (15.29 ) SiliconBeat.com columnist notes: "We've heard rumors that Silicon Valley software giant Oracle is about to announce their own branded version of the Linux operating system, based on the Red Hat (RHAT) distro. It could come as soon as tomorrow. Jeff Nolan, who works for SAP, an Oracle competitor, has also heard the rumor, and is understated in his post this evening. If true, this is a big deal. It will put Oracle in direct competition with Red Hat, and also scare the other major player, Novell (NOVL). And it will shake up the entire world of open source, as Oracle invites developers to play on their platform instead of on all the others. It would put pressure on the stock price of Red Hat and Novell, and thus allow Oracle to consume them just as they have digested dozens of other players lately. And as Jeff politely puts it, it is a problem for SAP as well."

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