Can Red Hat Rival Microsoft?

“Oracle’s Linux initiative has so far failed to make a serious dent in Red Hat’s business or even in its stock price. Red Hat is actually worth slightly more today than it was when Larry Ellison launched his apparently not-so-scary RHEL clone the week before Halloween. But it is a little early to conclude that we are living in the best of all possible worlds for Red Hat. True, the company’s financial results for the November quarter reassured easily-stampeded Wall Street investors who panicked in the first days after Oracle’s announcement. But the fact remains that Red Hat’s stock is worth 25% less today than it was a year ago. This decline reflects fundamental concerns not about the immediate threat from Oracle but about the long term value of Red Hat’s business model.”

23 Comments

  1. 2007-01-22 8:17 pm
  2. 2007-01-22 8:28 pm
    • 2007-01-22 9:20 pm
  3. 2007-01-22 8:45 pm
    • 2007-01-22 9:08 pm
    • 2007-01-23 1:42 am
  4. 2007-01-22 9:17 pm
    • 2007-01-22 11:22 pm
    • 2007-01-23 9:01 pm
  5. 2007-01-22 9:52 pm
    • 2007-01-22 10:12 pm
    • 2007-01-22 10:18 pm
    • 2007-01-22 10:37 pm
  6. 2007-01-22 10:42 pm
    • 2007-01-22 11:57 pm
      • 2007-01-23 7:01 am
  7. 2007-01-23 4:59 am
  8. 2007-01-23 11:36 am
  9. 2007-01-23 4:05 pm
  10. 2007-01-23 5:03 pm
  11. 2007-01-23 5:38 pm
  12. 2007-01-23 5:56 pm