This is my own observation, and I hope I am not right

During the last couple of years I am noticing an interesting trend for where Novell is going as a company and as software products. As a starter, the Identity&Security portfolio was taken away from Novell and into NetIQ. I'm talking fundamental Novell systems with great value (at least for me) and/or strong market position - Identity Manager, Access Manager, Sentinel, eDirectory!!!, and few others that are not so important. These have always been recognizable as Novell products, but now they are NetIQ's. Not a big deal at first glance, at least until Novell and NetIQ get acquired by 2 different companies.

What is left for Novell is OES, GroupWise, ZENworks and few others which are not so important. I see that current Novell software gets modified in order to work in AD environments - this is the case with GW2014, this is the case with the coming OES2015 and this is the case with ZENworks since quite a while. Every Novell software was separated from eDirectory, and made compatible with AD. At least so far everything works still with eDirectory. Not only this, but in many official Novell documentation (user guides, admin guides, training materials, etc.) in the compatibility for directory systems part, they always put Microsoft Active Directory before eDirectory, and Windows before SLES! This pisses me off, but hey - who am I to object... Microsoft on the other hand has competitive products that everybody is using (so they must be gorgeous, perfect, the best, no?) - Exchange, Windows Server, SCCM, AD. I still don't understand what could be a reason, provided one is entirely MS shop (and using the best perfect gorgeous one-and-only products from MS), to add another vendor into their infrastructure (along with everything that comes from that - other suppliers, other support, other bugs, incompatibilities, etc.. Price? Hmmm, I am not quite convinced. Anyway, the Novell Marketing has to worry about this, not me.

My question is, is Novell becoming just another software company (thousands like it out there) that writes pieces of software for Microsoft environments? And instead of competing with Microsoft, it is going to compete with thousands of others for what's left from Microsoft's table? Hmmm...