Re: [LUAU] short RHAT?
Red Hat's early response: http://www.redhat.com/promo/unfakeable/ On another note, Fedora Core 6 ISO's for i386 are available from the HOSEF mirrors site here: http://mirrors.hosef.org/fedora/core/6/i386/iso/ ~ Julian --- Jim Thompson [EMAIL PROTECTED] wrote: Oracle plans to offer $99/year (two cpu) support to current Red Hat customers. This is about 1/2 the RHAT rate for the same offering: http://www.informationweek.com/software/showArticle.jhtml? articleID=193402336subSection=Operating+Systems RHAT is down over 16% (currently $16.33, lower than the 52 week low of 18.13) in after-hours trading.
Re: [LUAU] short RHAT?
On Oct 26, 2006, at 12:03 AM, Julian Yap wrote: Red Hat's early response: http://www.redhat.com/promo/unfakeable/ I smell panic. Its very nearly a response I'd expect from a proprietary (closed source) software vendor. Moreover, Oracle has a very large direct salesforce and a metric ton of resellers. They've got feet-on-the-street that Red Hat can only fantasize about. Oracle can prop-up its Unbreakable Linux with revenue from many other streams. Oracle's top line (total revenue) is nearly 52X that of Red Hat. Oracle's bottom line (net income) is over 42X that of Red Hats. Red Hat generated a net income of $79.69M on $278.33M of total revenue. (Annualized 2006) Oracle generated a net income of $3,381M on $14,380M of total revenue. (again, annualized 2006) Oracles market cap is nearly 26 X that of Red Hat. ORCL: 96.74 Billion RHAT: 3.73 Billion Meanwhile, any customer in a big sales situation with Red Hat now has a benchmark to force deep, deep discounts. Question: You're a Fortune 1000 company... you want to deploy some linux, but you require rock-solid support from a company with real assets and a real reputation. Your choices are: Red Hat, Canonical (Ubuntu), Sun (Ubuntu), Novel or Oracle. Who do you choose? If you're a current Oracle, PeopleSoft, Siebel customer, its not RedHat. There has to be a virtualization play in this for Oracle. Jim
Re: [LUAU] short RHAT?
On Thu, 2006-10-26 at 02:05 -1000, Jim Thompson wrote: On Oct 26, 2006, at 12:03 AM, Julian Yap wrote: Red Hat's early response: http://www.redhat.com/promo/unfakeable/ I smell panic. Probably. But better this issue crop up now instead of 5 years down the track. It sure does complicate the Linux landscape. Oracles market cap is nearly 26 X that of Red Hat. ORCL: 96.74 Billion RHAT: 3.73 Billion RHAT's around 2.8 Billion now. Worse would be an Oracle buy out of Red Hat. Meanwhile, any customer in a big sales situation with Red Hat now has a benchmark to force deep, deep discounts. This would probably annoy Red Hat the most. Question: You're a Fortune 1000 company... you want to deploy some linux, but you require rock-solid support from a company with real assets and a real reputation. Your choices are: Red Hat, Canonical (Ubuntu), Sun (Ubuntu), Novel or Oracle. Who do you choose? I wouldn't say that Oracle has proven anything with their Linux support. If you're a current Oracle, PeopleSoft, Siebel customer, its not RedHat. That's mostly the advantage of dealing with the one vendor. ~ Julian
Re: [LUAU] short RHAT?
On Thu, 2006-10-26 at 02:05 -1000, Jim Thompson wrote: Question: You're a Fortune 1000 company... you want to deploy some linux, but you require rock-solid support from a company with real assets and a real reputation. Your choices are: Red Hat, Canonical (Ubuntu), Sun (Ubuntu), Novel or Oracle. Who do you choose? Julian Yap wrote: I wouldn't say that Oracle has proven anything with their Linux support. I might take that a step further. I have yet to see a company manage security updates more slowly, or more sloppily than Oracle. If that in any way predicts what their Linux support will be like, then they should be chosen for mission critical systems. -- Hawaiian Astronomical Society: http://www.hawastsoc.org HAS Deepsky Atlas: http://www.hawastsoc.org/deepsky
Re: [LUAU] short RHAT?
Peter Besenbruch wrote: On Thu, 2006-10-26 at 02:05 -1000, Jim Thompson wrote: Question: You're a Fortune 1000 company... you want to deploy some linux, but you require rock-solid support from a company with real assets and a real reputation. Your choices are: Red Hat, Canonical (Ubuntu), Sun (Ubuntu), Novel or Oracle. Who do you choose? Julian Yap wrote: I wouldn't say that Oracle has proven anything with their Linux support. I might take that a step further. I have yet to see a company manage security updates more slowly, or more sloppily than Oracle. If that in any way predicts what their Linux support will be like, then they should be chosen for mission critical systems. There should be a not in there, as in ...they should NOT be chosen... -- Hawaiian Astronomical Society: http://www.hawastsoc.org HAS Deepsky Atlas: http://www.hawastsoc.org/deepsky
[LUAU] short RHAT?
Oracle plans to offer $99/year (two cpu) support to current Red Hat customers. This is about 1/2 the RHAT rate for the same offering: http://www.informationweek.com/software/showArticle.jhtml? articleID=193402336subSection=Operating+Systems RHAT is down over 16% (currently $16.33, lower than the 52 week low of 18.13) in after-hours trading.
