VMware, Novell and the CVP

There has been a lot of noise about a negotiations between VMware and Novell, rumors are that it regards the purchase of the SUSE division, now firstly every thing that follows is pure supposition on my part, I have no insider knowledge. now mike has put forward one argument on why a VMware purchase of Novell SUSE assets make very good corporate sense. However I put another idea into the fray.