internetworkers AT lists.ibiblio.org
Subject: Internetworkers: http://www.ibiblio.org/internetworkers/
List archive
[internetworkers] novell, SuSE, Red Hat - seeking a bit of learned analysis
- From: Steven Champeon <schampeo AT hesketh.com>
- To: InterNetWorkers <internetworkers AT lists.ibiblio.org>
- Subject: [internetworkers] novell, SuSE, Red Hat - seeking a bit of learned analysis
- Date: Wed, 5 Nov 2003 13:35:32 -0500
OK, so Novell just bought SuSE for $210 million. I see this as good for
the Linux community, a recognition that Linux is really being taken
seriously and will be even more so in the future.
So why did RHAT take an 8% dive today and even larger dive yesterday?
I can only imagine a few scenarios:
- investors had hoped for a merger/buyout of Red Hat by Novell?
- Novell paid far too little for the #2 company, and/or they see RHAT's
$2B market cap as overvalued?
- investors see this as a bad sign for Red Hat because now their #1
competitor has the corporate backing of Novell?
- it's a temporary thing caused by people ditching RHAT for NOVL?
Any clues? I can't make sense of it.
--
hesketh.com/inc. v: (919) 834-2552 f: (919) 834-2554 w: http://hesketh.com
Book publishing is second only to furniture delivery in slowness. -b. schneier
-
[internetworkers] novell, SuSE, Red Hat - seeking a bit of learned analysis,
Steven Champeon, 11/05/2003
- Re: [internetworkers] novell, SuSE, Red Hat - seeking a bit of learned analysis, Jeremy Portzer, 11/05/2003
-
Re: [internetworkers] novell, SuSE, Red Hat - seeking a bit of learned analysis,
Sil Greene, 11/05/2003
-
RE: [internetworkers] novell, SuSE, Red Hat - seeking a bit oflearned analysis,
Bill Geschwind, 11/05/2003
- Re: [internetworkers] novell, SuSE, Red Hat - seeking a bit oflearned analysis, Ron Thigpen, 11/05/2003
-
RE: [internetworkers] novell, SuSE, Red Hat - seeking a bit oflearned analysis,
Bill Geschwind, 11/05/2003
Archive powered by MHonArc 2.6.24.