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- Path: sparky!uunet!cs.utexas.edu!sdd.hp.com!network.ucsd.edu!ucsbcsl!engrhub.ucsb.edu
- From: harley@engrhub.ucsb.edu (Harley Hahn)
- Newsgroups: comp.unix.questions
- Subject: WHAT WILL HAPPEN TO UNIX?
- Message-ID: <7225@ucsbcsl.ucsb.edu>
- Date: 2 Jan 93 21:33:34 GMT
- Sender: root@ucsbcsl.ucsb.edu
- Lines: 174
-
- You may have seen the series of postings in which various people
- answered a question I posed some time ago: Is Unix Dead? In this
- posting, I am asking a new question: Now that AT&T has sold Unix
- to Novell (the maker of Netware, a network operating system):
-
- ----- WHAT WILL HAPPEN TO UNIX? -----
-
- BACKGROUND
- ==========
- The first question, Is Unix Dead?, was based on the issue of Byte
- magazine which asked same question on the cover. To summarize,
- Byte published an article speculating on the success and benefits
- of Window NT, the new, unreleased operating system from
- Microsoft. To be provocative, they asked "IS UNIX DEAD?" on the
- cover of that issue, the idea being would Windows NT kill off
- Unix?
-
- The actual article concluded that, indeed, Unix wasn't dead.
- Virtually all of the postings that I received in answer to my
- question had the same answer. However, now we have a real threat
- -- or possibly an opportunity -- from a new front.
-
- UNIX AND NOVELL
- ===============
- As you may know, AT&T has announced their intention of selling
- Unix System Laboratories (USL) to Novell. More precisely, Novell
- and AT&T have signed a letter of intent that states that Novell
- will trade over 11 million new shares of Novell stock for all the
- current shares held in USL. (AT&T holds a 77% interest right now
- in USL. The other shareholders -- 11 other companies, including
- Sun -- will have to agree to the deal.)
-
- The plan is that, over the first quarter of 1993, AT&T and Novell
- will consummate the deal. When it is all over and everyone
- counts their chips, AT&T will have about $100 million.
-
- In other words, AT&T is selling Unix System V (and Tuxedo, and
- all of USL) to Novell for $100 million.
-
- WHAT THE COMPUTER COMMUNITY THINKS OF ALL THIS
- ===============================================
- Most of the computer community is not Unix. Most of the computer
- community is based on PC's or Macs. They can be divided into two
- main parts: Microsoft and everybody else. Many, many people --
- especially in the commercial part of this community -- do not
- like Microsoft. They are looking with trepidation towards
- Windows NT, not because it may kill Unix, but because they are
- afraid of even more Microsoft dominance of the market. They hate
- Microsoft the way they used to hate IBM.
-
- (Interesting sidenote: In the last five months, the total loss of
- value of IBM stock reached about 28 *billion* dollars, or about
- four times the net worth of Bill Gates.)
-
- Much of the commercial PC/Mac world is looking forward to the
- Novell/Unix alliance because they think that the combination of
- Novell's network operating system + Unix provides the best
- available challenge to continued Microsoft challenge. They don't
- much care if Unix dies, they care if Windows NT dies.
-
- WHAT DO YOU THINK?
- ==================
- Within the next few days, I will be writing an analysis of the
- Novell/AT&T deal for "Unigram", a worldwide Unix newsletter. (If
- you have never seen Unigram, it is published weekly and covers
- the business aspects of Unix. Unigram is read widely and reaches
- all the executives and movers and shakers in the Unix industry.)
-
- So far, Unigram has commented only on the business aspects of the
- deal. The consensus is that AT&T selling Unix is good for the
- industry because Novell+Unix is the only strong operating system
- competitor for Microsoft. No attention has been given as to what
- the technically-inclined Unix people (that is, all of us) might
- think of the deal. In fact, when I raised the question to a
- person who has her finger on the pulse of the commercial world of
- Unix I was told that "The techies don't matter". In other words,
- Unix is an important commodity, but it's future depends on that
- is good for the money people.
-
- I agreed to write a short analysis detailing the concerns and
- opinions of the technical Unix community. For this reason, I am
- solicting your opinion. Here are some considerations:
-
- PROS
- ====
- -- Novell may make a better steward of Unix than AT&T. In recent
- years, AT&T has grown to be more interested in hardware, phone
- systems and telecommunications than in Unix. Novell, on the
- other hand, is an operating system company and only an
- operating system company. They own, not only the various
- versions of Netware, but DR DOS, a competitor to DOS that they
- acquired when they bought Digital Research.
- -- Novell will be competing with Microsoft's Windows family,
- actively and competently.
- -- The boss of Novell, Ray Noorda, is widely considered to be a
- Good Guy.
- -- Much of what we call "Unix" is not dependent on System V and
- the efforts of USL and, even if they screw it up, the Unix
- community may flourish on its own.
-
- CONS
- ====
- -- Novell is a different company that cares more about their own
- financial health than the future of Unix. They are in the
- network operating system business and do not understand the
- Unix culture.
- -- If push comes to shove, Novell will use Unix for whatever they
- need to help their own bottom line and they have no long-term
- obligation to Unix itself. (Realistically, a publicly-held
- company like Novell has a primary responsibility to its own
- shareholders and to its own profitability, not to an abstract
- idea like Unix. This idea has a lot to do with why AT&T is
- selling Unix.)
- -- In conversations with People Who Matter, the idea of Ray
- Noorda being a Good Guy is often offered as being good for
- Unix. But think about this: When this deal goes through, one
- person -- Noorda -- will control the future of Unix (at least
- System V Unix). What happens if this person resigns or dies?
- We don't know who his successor will be or what this person's
- feelings will be about Unix.
- -- The Novell/AT&T public relations people are scraping the
- bottom of several barrels to show simultaneously why (1)
- nothing will change, and (2) everything will be better. In
- particular, they say that Novell has promised to keep their
- hands off USL. Business, we are assured, will continue as
- usual. USL will keep the same people and will stay in New
- Jersey.
-
- SOME OF MY THOUGHTS
- ===================
- All of this reminds me of Ted Turner's actions after buying MGM.
- He made a rousing speech to the MGM employees in which he
- promised that he would restore MGM to its former glory and they
- would, once again, start making Great Movies. After this speech,
- he proceeded to take the library of old films for himself and
- sell off the rest of the company to the highest bidders.
-
- More to the point, Novell bought Digital Research promising more
- or less the same thing about DR DOS. The president of General
- Research was given an important post and was talked about as
- being the heir to the Noorda throne. It wasn't long before the
- heir had left Novell (saying that, unlike Burger King, they
- wouldn't let him do it his way) and DR DOS was "integrated" into
- the Netware environment so Novell could sell more network
- operating systems. The idea of DR DOS using the muscle of Novell
- to fight Microsoft DOS has, along with the old MGM movies, pretty
- much gone with the wind.
-
- The official Novell press release quotes Ray Noorda as saying:
- "This acquisition is being done at the urging of customers who
- have asked us to support the UNIX system directly and
- integrate it more fully within the Netware environment."
-
- The press release then makes the conflicting promise that "USL's
- commitment to fair and neutral access to UNIX technology will not
- change."
-
- WHAT DO YOU THINK?
- ==================
- This posting is long because I wanted to lay out the background
- and the pros and cons of this issue. However, I am interested in
- hearing your opinion before I write my analysis (which I will
- post to this newsgroup). If you are interested, can you please
- email me a *short* opinion on the effect that you think the
- AT&T/Novell deal will bring to the technical Unix community.
- Because of the publishing deadline, I need your opinion right
- away. (My deadline is Jan 5).
-
- Thanks,
-
- Harley Hahn
-
- harley@engrhub.ucsb.edu
-
-