November 27, 2010
As an immediate reaction to the recent announcement of Attachmate’s intention to acquire Novell, covered in depth by my colleagues and synthesized by Chris Voce in his recent blog post, I have received a string of inquiries about the probable fate of SUSE LINUX. Should we continue to invest? Will Attachmate kill it? Will it be sold?
Reduced to its essentials the answer is that we cannot predict the eventual ownership of SUSE Linux, but it is almost certain to remain a viable and widely available Linux distribution. SUSE is one of the crown jewels of Novell’s portfolio, with steady growth, gaining market share, generating increasing revenues, and from the outside at least, a profitable business.
Attachmate has two choices with SUSE – retain it as a profitable growth engine and attachment point for other Attachmate software and services, or package it up for sale. In either case they have to continue to invest in the product and its marketing. If Attachmate chooses to keep it, SUSE Linux will behave as it did with Novell. If they sell it, its acquirer will be foolish to do anything else. Speculation about potential acquirers has included HP, IBM, Cisco and Oracle, all of whom could make use of a Linux distribution as an internal product component in addition to the software and service revenues it could engender. But aside from an internal platform, for SUSE to have value as an industry alternative to Red Hat, it would have to remain vendor agnostic and widely available.
With the inescapable caveat that this is a developing situation, my current take on SUSE Linux is that there is no reason to back away from it or to fear that it will disappear into the maw of some giant IT company.
SUSE users, please weigh in.