Analyst: Red Hat "deeply undervalued," Oracle Linux "has failed"
Nov 26, 2008, 20:03 (4 Talkback[s])
(Other stories by Matt Asay)
[ Thanks to Matt Asay
for this link. ]
"More interestingly, Murphy finds significant cause for
Red Hat optimism based on Oracle's failed attempt to undermine Red
Hat with its Unbreakable Linux product.
"If Red Hat's model were fragile, the thinking goes, surely a
behemoth like Oracle could make a dent in Red Hat revenues? Oracle
got into the Linux game two years ago, hoping to cannibalize Red
Hat's business for itself.
"As Murphy points out, however, Oracle has completely failed to
hurt Red Hat, calling into question the belief that Red Hat's
demise is just a fork away. Novell, too, despite starting to build
a decent Linux business of its own, as The VAR Guy has noted, has
completely failed to touch Red Hat's rising revenue."