"I suspect the impetus for the change has much to do with Cox's
interest in the "low-level stuff" that Intel needs, and Red Hat
much less so. Implicit in Cox's note is an indication of where Red
Hat is going: up the stack.
"This shift will not happen overnight, but it very clearly has
been happening. From the JBoss acquisition to Red Hat Exchange, Red
Hat has slowly but surely been moving ever closer to applications.
This makes sense for Red Hat as it seeks to increase its relevance
(and deal size) to the enterprise, selling solutions rather than
just cheap bits."