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PlateSpin could provide a significant boost to Novell if it can extend its partnership with Microsoft, cozy up to VMware, and execute at the field level.
The $205 million acquisition of PlateSpin's automated provisioning and disaster recovery products would help Novell flesh out its management software.
The future of Novell is in infrastructure and geeky system management. It can excel there.
Novell has no strategy. What else is new?