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JPMorgan comment on Novell



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October 26, 2006 11:59 am

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Aaron Schwartz of JPMorgan put out a research note on Novell following yesterday’s Oracle announcement regarding support for Red Hat Linux. It makes a couple of interesting points. One is that “Novell’s Open Platform segment is less than 10% of aggregate revenue and stands to benefit more from broader enterprise Linux adoption (a goal of Unbreakable Linux) than face challenges from third party support offerings.” Secondly, JPMorgan believes “Novell’s ability to capitalize on a mixed source model will provide a competitive advantage as enterprise open source adoption moves up the stack.” JPMorgan highlights the need for Novell to continue to work to expand margins, and discounts the likelihood of Oracle’s announcement impacting that effort.

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