Hi.

Looks like a pretty bad news:

http://dealbook.blogs.nytimes.com/20.../?ref=business

The result is, that 2 customers, that would need to buy a maintenance renewal
stopped to do so.


What do you think?

1.8 x 10^9 $$ for Novell, which has AFAIK ~ 1.0 x 10^9 $$ cash: That means selling
it in parts would just need to earn more than 0.8 10^9 $, and Elliott will make
money out of a "Novell Demolition Scenario".

Nice BrainShare present.

Oh, Ron Hovsepian, what a great and lovely man!

On the other hand: Elliott might plan to continue the company, to push forward the
Novell business, and then hopefully will kick some of the managers.


Regards, Rudi.