● 01.04.07

●● Novell, the Windows Complement

Posted in Deals, Finance, Microsoft, Novell at 11:05 am by Shane Coyle

In addition to the rumors of a possible acquisition by Novell, there is this from Notable Calls:

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Jefferies has an interesting note on Novell (NASDAQ:NOVL) saying that as the company attempts to breathe life into its software business, they believe a re-positioning of the company as a Windows complement is probable. Recent SLES coupon activations are a beginning, and m&a could play a significant role.

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Firm’s checks indicate a tightening relationship between Novell and Microsoft, both technologically and strategically.

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Even financial types are having trouble seeing any distinction between Microsoft and Novell any longer. ;^ )

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