On 10/26/06, Grant Shipley <[EMAIL PROTECTED]> wrote:
I'm not sure how long that model, if successful, can last. If Oracle
is tremendously successful in taking Red Hat's business then,
ultimately, Red Hat won't be around. Oracle will then either need to
acquire Red Hat or staff up to include the same resources that Red Hat
has in building, distributing and supporting their product. Is this
their plan, to get Red Hat's valuation low enough to acquire them?

This is exactly what they're doing.  I think Red Hat is down 25% now.

Peoplesoft takeover anyone?

Red Hat acquired JBoss and that pissed Oracle off, so now they're
going to compress the price of Red Hat and then buy them for a song.
I'm totally speculating, but I think this is how it will play out.

At the end of the day they still haven't answered the basic question
of how eliminating choice benefits the customer, and that's bull*&#%.

Eliminating choice doesn't help the customer.  But eliminating
competitors (Red Hat + JBoss + MySQL/Postgres in a clean supported
package), helps Oracle.  I think it's lame, but it's a fact of GPL
life.  Red Hat has been exposed to this kind of
beat-you-at-your-own-game-with-your-own-product issue since day one.
If CentOS were bigger, they could have really hurt Red Hat too.

-Bryan

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