Gene Heskett wrote:
On Friday 03 November 2006 05:18, Andy Green wrote:
Michael Wiktowy wrote:
Just finished watching the Novell/MS press conference and it looks
like MS is trying to spread the software patent bogeyman again (now
that their ploy with SCO isn't quite panning out as they imagined) but
it seems to me due to the complex entanglement of upstream
Complex entanglement of people all based in Utah, too.
There must be something in the water in Utah.
contributers, they would have a hard time pursuing any IP rights
against anyone in the Open Source community now ... including Red Hat.
Here's to hoping that Novell is acting in the greater good on the Open
Source community rather than self interests.
Bah everyone is running around trying to screw RHAT at the moment, we
are expected to believe that the recent kicks to the belly are not
coming from the same foot?
http://finance.yahoo.com/q/bc?s=NOVL&t=3m&l=on&z=m&q=l&c=RHAT,ORA
It's a compliment that you have been effective when attackers start
coming out of the woodwork. I hope RHAT muse on what they were doing
that prompted such a schoolyard gang to form and crank the volume up on
it to 11.
Yeah, well that page doesn't show RHAT in such rosy terms. Its a neat page
though except for the builtin delays, it almost makes you think you are
watching in real time. I'll bookmark it just for grins.
If you want a better comparison, this one provides an insight into the
changes over the past two years against the Dow and NASDAQ:
http://finance.yahoo.com/q/bc?s=NOVL&t=2y&l=off&z=l&q=l&c=RHAT,ORA,%5EIXIC,%5EDJI
which shows:
1. RHAT has been on a slide since May 06 and is now back to where it was
about a year ago
2. NOVL has been on a slide since Feb 06
3. ORCL has been relatively flat since Feb 06 with a general trend downwards
Notwithstanding the recent trends, both RHAT and ORCL are outperforming
the markets generally, while NOVL is generally underperforming.
The key question is whether or not RHAT recovers, presuming a market
over-reaction to the recent ORCL/NOVL news or if there continues to be
downward pressure on the price. If the latter, it makes RHAT an
attractive takeover target.
HTH,
Marc Schwartz
