Red Hat Stock Climbing Back
Red Hat (RHAT) shares have come scratching back from their worst levels following the twin announcements that Oracle (ORCL) plans to offer maintenance service to Red Hat Linux users while Microsoft (MSFT) has teamed up with Novell (NOVL) to offer ways for companies to run both Windows and Novell’s Suse Linux on the same boxes. Nonetheless, serious concerns remain about how those developments will impact Red Hat’s business in the long run. And those concerns are going to weight on Red Hat shares.
Analysts are still sorting out the ramifications.
Brent Thill, an analyst with Citigroup, issued a report Monday called “Shifting Tectonic Plates of the Linux Market,” which concludes that Red Hat’s fundamentals “are likely to deteriorate considering the new price war initiated by ORCL and MSFT’s budding relationship [with] NOVL. ”
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Red Hat Dusting Off Its Fedora
Open-source software specialist Red Hat (Nasdaq: RHAT) has long been the top choice for enterprises with an interest in running the Linux operating system. Lately, however, the company has been caught in a crossfire between much larger companies, all seemingly intent on stealing a piece of Red Hat's pie.
So, is it time for Red Hat to roll over and die? Hardly. While there's no doubt that both of these projects will affect Red Hat's results going forward, they are hardly nails in the company's coffin. Paul Cormier, executive VP of engineering, takes a hard line in his company's defense:
"There's no question that Linux is a viable part of the enterprise. The two largest proprietary software companies just stood up, and by them saying that Linux is a threat to them, it's obvious that Microsoft and Oracle feel Linux is mainstream in the enterprise."
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You talk the talk, but do you waddle the waddle?