Credit Suisse Analyst Upgrades Red Hat to "Outperform" From "Neutral"
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| With $400.6 million in annual revenue, Red Hat charges subscriptions
| for people to use certain versions of the Linux operating system.
| Red Hat is trying to charge subscriptions for some of JBoss'
| products too, which Credit Suisse analyst Jason Maynard said has
| taken time but will begin to bear fruit later this year.
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http://biz.yahoo.com/ap/070522/red_hat_ahead_of_the_bell.html?.v=1
Related:
Credit Suisse Disruptive Technology Portfolio Mover Of The Week: Red Hat
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| This was the second quarter in a row in which Red Hat's multiyear deals
| grew significantly compared with the prior year, and some investors
| probably see this as a sign that the company is discounting
| contracts. Pricing pressure of this sort is a particularly
| important issue for investors now that Oracle is offering a
| discounted alternative to Red Hat.
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http://www.informationweek.com/software/showArticle.jhtml?articleID=198800838
Having Fun With Disruptive Models
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| Net software infrastructure is another classic example. Imagine a world
| where no free Linux or Apache or MySQL existed and then imagine how
| many billions Microsoft and Sun have lost because they do.
|
| [...]
|
| The answer to the business model for static media is, unless someone has
| a flash of business genius, likely to be that beautiful, ugly word "free."
| Free, of course, comes in more shades than Eskimo snow, but whatever shade
| of free your music is, if you are paying .001 cents more on a can of Coke,
| you're not going to be complaining much. The money will still be flowing,
| but the bill to you will be bundled into some other cost like the
| advertising margin in your groceries. With all this "free," it's easy to
| think dot-com stands for dot-communism, but in reality, it's just an
| efficient market at work. In the meantime, we should all be trying to think
| up crazy ideas like text adverts in little boxes down the side of Web
| pages.
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http://www.forbes.com/2006/09/16/microsoft-google-oracle-business-model-pf-guru-in_cc_0918soapbox_inl.html?partner=yahootix
http://tinyurl.com/qqd5y
Disruption in the Software Industry
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| Many corporate IT managers considered Linux to be woefully inadequate
| in its early days and for the most part, they were right. But it
| was good enough for quick and dirty applications and for
| provisioning non-critical systems like file & print servers and
| web servers. As the web started to grow in importance, those
| niche applications became more prevalent and Linux continued to
| get better. Now you find Linux in pretty much every corporate
| data center in the world.
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http://www.theopenforce.com/2007/01/disruption_in_t.html
Standards and Disruptive Technologies
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| Look for more and more recognition of the importance of
| standards-based co-opetition in the years ahead -- and for the
| success of more disruptive technologies as a result.
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http://www.consortiuminfo.org/standardsblog/article.php?story=20070104044420309
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