How Novell is becoming a true Linux play
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During the next two to three years, I quite like the prospects for appreciation in NOVL’s stock price, but I'd be inclined to stay on the sidelines for the next few months before thinking about starting a position. While I expect Red Hat to remain the sector leader, its dominant position will be eroded as strong competitors such as Novell/SuSE enter and consolidate in the space. It's still early days, and Novell’s transition will take time as management reconciles its various challenges and opportunities.
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