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Is Red Hat ready to overtake Sun?
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| When the NYSE opened this morning Sun Microsystems, once a titan of the IT
| industry, had a market capitalisation of $2.94 billion. Red Hat, a relative
| newcomer representing Linux and open source, on the other hand had a cap of
| $2.55 billion. What makes this remarkable is that Red Hat had revenues of
| $627 million in its last financial year while Sun’s topped $13 billion. Which
| says a great deal about how much faith investors have in Sun’s attempt to
| re-engineer itself from being a hardware company to being an open source
| company. It is also a vote of confidence in Red Hat’s Linux strategy which
| sees its share price now sitting at well over $13 a share.
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http://www.tectonic.co.za/?p=4330
Behind Red Hat's Consistency: A Surprising Concentration on Investing
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| Red Hat may be much better positioned than other public open source companies
| to benefit from the rebound if it keeps functioning as an investment vehicle
| in addition to maintaining its core software and support business. On the
| other hand, it could take a licking from the amount it invests, as Berkshire
| Hathaway recently has. I'm betting that Jim Whitehurst and company play
| investments conservatively, and that we may continue to see earnings
| consistency from Red Hat.
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http://ostatic.com/blog/behind-red-hats-consistency-a-surprising-concentration-on-investing
"Fat operating systems spend most of their energy supporting their own fat."
--Nicholas Negroponte, MIT Media Lab, rediff.com, Apr 2006
Recent:
Red Hat bucks the trend
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| At a time when most companies are happy if the balance sheet does not show
| any red ink, Red Hat Linux has bucked the trend. Its stock price leapt 32
| percent last week compared to that a year ago, during a week when technology
| stocks overall fell by 2.6 percent.
|
| According to information available at Channel Insider, the so-called mixed
| source company, Novell, saw its stock price fall by 11 percent, the biggest
| loser of the week.
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http://www.itwire.com/content/view/22172/1090/
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