What seems to be a very long time ago, I was a young, handsome college student working towards a degree in computer science in network technology.
OK, I was a young college student, let's leave it at that.
The de facto network Operating System that was all the craze way back in 1995 and 1996 was Novell NetWare.
Yes, it was technically referred to as a NOS, Network Operating System.
Microsoft was still in diapers just getting Windows 3 to 3.1 and 3.11 out. Before Windows, it was Microsoft DOS or Disk Operating System. Windows was just a program you installed over DOS back then. The point is, DOS and Windows, later known as Windows alone, were PC operating systems, meant to stand alone.
It was common, way back then, that you installed NetWare on your servers and DOS/Windows on the PC's. As a matter of fact, in the Novell NetWare books (monolithic suckers that weighed more than my car) it referred to working with DOS/Windows PC's specifically.
There was no GUI for Netware back then, it was all console/command line interaction. You installed it on machines the way people now install Linux as a server. Printer servers, file servers, dbase servers, authentication servers, etc...
Not on the PC desktop though. No point in it, that wasn't what it was made for.
Novell specialized in the networking/server side of the equation and excelled at it.
So, what happened? How did NetWare fall and Microsoft take it's place?
There are lots of pages of data and financial charts out there, enough to make your head explode.
My thinking, as a student and, over time, a person working in the field, what I saw is that people became absolutely fascinated with the world of GUI.
Novell was late to the game in terms of providing GUI tools. Novell did not get into the OEM game and unscrupulous contract deals that MS did either.
It is also of historic relevance that Novell was always known as a solid product. It worked.
They were never known for their marketing skills. Not way back then and not now. In terms of marketing, they are their own worst enemy.
I saw the expansion of Windows into the workplace as MS piggybacked on Novell Netware to get a foothold. Then, as per the typical MS way, once they were in, they said "screw you, Novell" and started working on their own server system.
One thing is true of MS back then as it is now, it was a server system, not a network system.
Networking had to be hacked into Windows. remember, it was originally designed to be a PC standalone system.
Ever since, no matter how much they hack it, it's still not as good as a true network OS.
You say "Look at MS server sales, it must be good" Actually, one thing is true about numbers, they will tell you anything you want them to.
Yes, MS server has outsold just about most any other server OS out there, but how did they do it? Like a cocaine dealer, that's how.
MS Windows Server is popular, but it is not the same as being good, now is it? Have Windows servers made any progress into being better? Absolutely, it has bought network tech companies and technologies to throw into the mix for that exact reason. They want to make it better, more secure, more stable.
Notice I said they want to, let's not get into how successful they are or aren't at accomplishing that.
Novell since then has found it's way to Linux, which is Unix based and, yes, by golly, also a 'true' network' Operating System. Amazing how Novell is pulled that way, you'd think they really know servers and networking or something.
Novell bought Suse Linux and offers a paid for version and a free community version.
Novell takes full advantage of the GUI tools that the Linux community has created and has even thrown their own programmers and coders into the fray, contributing software in their own right.
A veritable hero and champion of Open Source software, that was how Novell was seen for awhile.
Then,DUN DUN DUN!!!, came the Microsoft deal.
It was as if the Linux community had experienced ultimate betrayal. Novell, well, Novell wanted to make some money, once again, using Microsoft as a tag-a-long.
This time, Novell was hitchhiking with MS though.Lots of people are rightfully impressed with Linux capabilities and stability. Combine that with Novells reputation for network know how and you have something pretty interesting.
Novell wants in, they want to make money. They have shown they will make deals with the devil in order to do it. ( so to speak, at least, that's how MS is viewed in the Linux community.)
So much speculation has gone on around the water cooler though. Is Novell trying to pull a "Microsoft" and piggy back in like a good collaborator then BAM, stick it to the guy who got them in the door?
Questions abound, "Does Novell really think that Linux violates MS patents?" "Is Novell essentially admitting that Linux violates MS patents in the deal to sell To MS so MS can sell to customers?"
This just goes to show how bad at marketing Novell is. They went from OpenSource wonder to Proprietary villain overnight, by association.
I go on record, I like Novell. I know that Novell 'knows' networking and servers. The tools they provide are usually some of the best around.
I believe Novell needs to fire their entire marketing and sales staff and hire folks who know how to do it right.
There are bucktloads of money to be made using OpenSource by offering personalized, customized services and support surrounding a Linux based product.
I think Novell was trying to 'open doors' to get a foot back in the door to many server shops that went the MS way, when they inked that deal with MS.
I think they severely underestimated the Linux community backlash from associating with a proprietary company like Microsoft.
By and large, Novell is a 'geek' company. These are folks who know computers and networking inside and out, they eat servers for breakfast, but haven't got a clue in how to sustain sales and produce long term marketing plans.
I think long term revenues and financial growth shows just that. They do "O.K" but are always at the 'average' level, unless they get a boost from a huge money partner/customer, like Microsoft.
I think Novell has boatloads of potential.
If I could make one suggestion to Novell though.
Pull an Ubuntu. Make OpenSuse the one and only distro. Make it the best you can make it. Then build your support and services around that. If people want to use it on their own, let them. if they want official 'backup' they can come to you.
You have middleware products that have been made for making this kind of work easier to do. There is no law against selling an app. Sell it separate as a download. or, offer customized installs with the middleware pre-installed, again, you are only charging for the customizing and the middleware, not the OS itself.
Don't force people to pay for support unless they feel they need it or want it.
OK, that's more than one suggestion, but I think they could all be beneficial to Novell and to Linux in general.
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9 comments:
I like your summary! Very well written.
I think you hit the nail on the head regarding Marketing. A good PR department could have reduced the negative spin of the Novell-Microsoft deal with the open source community. That is, so long as they understand the community well enough.
If Novell could use Marketing or PR to clean up the open source community view on Mono, I think they could get a huge push but until there is a definite account sold to the community that Mono is safe, it is a blessing and a curse.
OpenSUSE could be a great marketing tool for Novell. Instead it seems to sit there with a lack of direction. Ubuntu wants the desktop for consumers,.. and servers. Red Hat wants "all your servers are belong to us". What does Novell want?
I agree with you 100% - canonical is doing ti right by offering one version of ubuntu LTS - with optional enterprise support. None of this division of effort into a free version and a paid for version. I like it.
I think one of Novell's biggest failings was that coding a NetWare NLM (NetWare Loadable Module) was a painful, buggy task that few tried and even less succeeded at.
For example, Lotus attempted for years to have Lotus Notes server run on Netware, but it crashed or hung on a daily basis for us. The same version of Notes ran for months straight on Windows NT 3.5 when we switched.
They also wanted tons of cash for the simplest things, such as a proxy server or firewall, which MS charged zero for.
Red Hat showed that its possible to make a deal with Redmond and not put the whole community at risk as well as feed their FUD machine.
Listen to Ballmer speak, the message is clear "Red Hat users owe Microsoft money because they use Linux which has stolen IP that belongs to them while Novell has paid the extortion deal and you should use the 'legal' Linux:
http://www.youtube.com/watch?v=5B0GTYfPoMo
Im both a non-compensated individual hobbyist developer and a compensanted one and their worthless promise does nothing for non-Novell employees (and expires in 2-3 years).
Red Hat went out of their way to reassure the community that it didnt sell them out while Novell did the reverse: they want to make money no matter who gets screwed in the end.
Eff Novell.
Too bad for SUSE, it used to be a great distro.
Now, everything that comes out of Novell is used to benefit Microsoft first and they have lost any kind of benefit of doubt.
There's a key piece that you're missing here: Ximian. There were a lot of overlapping groups of investors up in Massachussetts, one thing led to another, and Novell "bought" Ximian. With well-known Microsoft moles Miguel de Icaza and Nat Friedman running Novell's Linux operations, Novell immediately became the Linux division of Microsoft. No wonder most of the original SuSe people bailed out really quickly. SuSe is a Linux company. Ximian/Novell is Microsoft pretending to be a Linux company. Don't trust them.
The Linux community is very unforgiving of those who betray it. SuSe used to be one of my favorite distros before Novell bought it. Now it is the LAST Linux distro I would recommend. (Note there are hundreds of known distros available at distrowatch)
I think the only way Novell would be able to "un-shoot" itself in the foot would be to openly publish the terms of their agreement with Microsoft and possibly find a way out of it. (I suspect that maintaining secrecy is part of the "agreement" though...) If you make a deal with the devil don't be surprised if you end up in hell...
A few years back, I dumped my Novell shares on the news of the Novell-Microsoft agreement. I might buy Novell stock again, when that contract expires and if Novell is still around then.
It's not marketing, it's timing. Novell thought they could survive forever w/ their NOS. Meanwhile RedHat is sneaking up behind everyone stealing marketshare. Stealing from MS WIndows Server & Novell. The only thing Novell could do was play catch-up (purchasing SuSE)...
I disagree. Novell's failing is mismanagement, including mismanaging marketing.
In my experience, they have mismanaged Netware technically. If you look at their history, they have jumped on the latest fad to catch up to the lead and never quite making it. They jumped into GUI, Java, Linux, and virtual servers. All they really had to do was maintain their leading product, Netware--make it better, stabler, and easier to maintain even if it means sticking with the command line.
It's as if geniuses created a great product, left the company, or were forced out. Then the corporate types took over.
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