Rise or Fall for Red Hat?

"An analyst friend emailed me the other day to get my opinion on the analyst community's negative Red Hat pile-on. Bank of America, Global Equities Research, and others have recently been hand-wringing over Red Hat's future, suggesting that its JBoss business is stalling, that it's 'losing momentum' in emerging markets like China, and (here's the one I find immensely laughable) that hardware vendors like HP are having to step in to fill Red Hat's failing shoes on support.

"Trip Chowdhry of Global Equities Research tried to outdo this list, however, arguing that not only does Red Hat stink, but the entire LAMP ecosystem is rubbish, too..."

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