InformationWeek: Can Red Hat Rival Microsoft?

"In the previous post we saw that 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..."

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