Newshit today that Novell will be acquired by Attachmate, which in turn is owned by an investment group led by Francisco Partners, Golden Gate Capital and Thoma Bravo.
My colleague, Chris Voce, has posted about what this means to Infrastructure & Operations professionals.
Here are my observations regarding the impact on and implications for the vendor community:
This is a deal focused on systems management. It's a deal for what Novell gives Attachmate in the systems management space by way of market share (led by ZENworks), portfolio-expanding technology (BSM, CMBD, etc.), and tech innovation (virtualization and cloud).
This puts SUSE on the auction block. Most of Novell is staying as a separate brand alongside NetIQ and Attachmate. SUSE is also becoming another brand. Given that there are so many ways to divvy up Novell (e.g., merging Novell's systems and security management with NetIQ), SUSE is conspicuous as its own brand. It's certainly not core to Attachmate, and this brings up all sorts of speculation as to whether they plan on selling off SUSE (or be made an offer too good to pass up). There are the obvious acquirers worth speculating about: IBM and HP. Other candidates include Oracle, EMC, Cisco, or Dell: Anyone with an appliance business moving up the stack, or in Oracle’s case a platform business expanding to sell appliances, could potentially turn SUSE into a key asset. SAP is another contender. Any acquisition of SUSE could, in turn, put RedHat into play.
Like the polar ice caps, the traditional edge of the network — supporting desktops, printers, APs, VoIP phones — is eroding and giving way to a virtual edge. With the thawing of IT spending, growth and availability of physical edge ports isn’t keeping up with devices connecting to the network; 802.11 and cellular will be the future of most connections for smartphones, notebooks, tablets, HVAC controls, point of sale, etc.