Novell
The fact that revenues grew means a couple of good things for the software platform designer. For one, Linux sales hit the ceiling again with a 77% sales increase over the year-ago period. For another, the old NetWare workhorse isn't dying quite as quickly as expected.
Yeah, I know that I keep harping on the impending demise of NetWare, but while Novell still keeps it on board, it might as well bring in some revenue. An 8% annual drop on that segment isn't too painful, with the up-and-coming SUSE Linux platform available to make up the difference.
The cross-licensing, cross-promotion deal with Microsoft
Dell
So things are looking up in Boston, and NetWare isn't dragging the company down too badly. There are new product releases coming up, and this fall should be the litmus test of Novell's Linux ambitions in a seasonally strong quarter. Red Hat
Further Foolishness:
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Fool contributor Anders Bylund holds no position in any of the companies discussed here, and prefers Ubuntu for his own Linux needs. You can check out Anders' holdings if you like, and Foolish disclosure lives on the bleeding edge of tomorrow in a van down by the river.