Roy Schestowitz wrote:
> The effects of open source on stock prices
>
> ,----[ Quote ]
> | Has open source been positive or negative for its primary (commercial)
> | proponents? That's the question I asked myself yesterday about Red Hat,
> | Sun, and Novell, and found the answer interesting. I looked at these
> | three as they, more than any others, have results that can be isolated
> | and directly attributed to open source. A company like IBM does a lot
> | with open source, but it's harder to discern the effects on the
> | company's stock price because its embrace of open source is less
> | pronounced/distinct among its other corporate policies.
> |
> | [...]
> |
> | By mid-2004, however, Novell's stock price settled into the $6 to $8 per
> | share range that it has maintained for the past four years. Analysts
> | have waited for Novell's Linux and open-source story to fully
> | materialize. Despite Novell's hype on the importance of its November
> | 2006 patent agreement with Microsoft, the agreement has had no lasting
> | impact on the value of the company. It helped to lift Novell's stock
> | price in 2007...only to see it crumble back to the too-familiar $6 per
> | share level.
> `----
>
> http://www.cnet.com/8301-13505_1-9895316-16.html
>
>
> Related and recent:
>
> MIX - Novell's de Icaza criticizes Microsoft patent deal
>
> ,----[ Quote ]
> | Open-source pioneer and Novell Vice President Miguel de Icaza Thursday
> | for the first time publicly slammed his company's cross-patent licensing
> | agreement with Microsoft as he defended himself against lack of patent
> | protection for third parties that distribute his company's Moonlight
> | project, which ports Microsoft's Silverlight technology to Linux.
No venture capitalist would refuse Novel/SuSE executives fleeing
to set up an anti-Novel/micoshaft axis company.
All the customers and open source developers will flee to them
for protection from the evil forces of novel/micoshaft axis.
The investors need to be carefully screened with lawyers
to make sure they are not working in the background for
novel/micoshaft axis or other big companies.
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