IBM/Oracle and RedHat/Novell-SuSe.
All this talk of Oracle acquiring JBoss (or even Red Hat) and IBM acquiring Novell/SuSe. Why isn’t anybody talking about the possibility of IBM acquiring Red Hat? Ignoring RHAT’s market cap of >$5.4Bn (affordable to IBM) it would instantly solve IBM’s problems and set them up for years to come – for the first time in 20 years, they would own their preferred OS distribution (It is worth remembering that IBM are probably the biggest contributers to the Linux/Apache/Eclipse-type OSS communities that exist out there – they do get OSS.)
IBM would also be buying control of the JBoss product lines and I’d imagine their Websphere group would relish that.
Either way, NOVL stock looks a tasty bet. Someone is going to end up buying them up, one way or another…
Recent Comments