posted by Thom Holwerda on Mon 22nd Jan 2007 19:53 UTC, submitted by WillM
Icon"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. But the fact remains that Red Hat's stock is worth 25% less today than it was a year ago. This decline reflects fundamental concerns not about the immediate threat from Oracle but about the long term value of Red Hat's business model."
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