Tuesday, August 03, 2004

What's Next? A Schwartz Poll on Buying Novell?

What's Next? A Schwartz Poll on Buying Novell? "Seems like the guy who is supposed to save Sun from obscurity can't quite decide how to go about it. And running a company isn't supposed to be a popularity contest. Still, I'll try to help him decide:
Unless something significant happens neither Sun nor Novell are going to exist five years from now. A case can be made that Novell barely exists now, unless you happen to still be running NetWare. Sun talks about its great cash position for doing acquisitions but what that really means is Sun still has enough cash to try to buy its way into some new business it can't develop on its own. But the company is also bleeding cash, better spend it (wisely) now than lose it later."
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