| " reports fourth-quarter and full-year earnings for its 2007 fiscal year. I'm temporarily trading my jingly Fool cap for a scarlet fedora to take a look at the company's prospects." "You might think that Red Hat would see substantial business risks in the new competition from " ". Not so. CEO Matt Szulik believes that the "recent competitive announcements are expanding the market for open-source software," and expects Red Hat to remain the market leader in open-source platforms." "Operating and net margins have taken a hit as the costs of Red Hat's Jboss acquisition work their way into these trailing figures." "Linux is coming into its own as an enterprise platform, after years in corporate IT managers' collective doghouse. The mere fact that behemoths like Oracle and Microsoft are openly acknowledging Linux as a legitimate competitor lends heft to market leaders Red Hat and Novell. " "A lack of Oracle swagger about Linux wins suggests good news for Red Hat, so I'd be surprised to see the company falling short of its own guidance this time. But the proof is in the " " holds no position in any of the companies discussed here, and prefers community-supported Linux flavors like Ubuntu ... read the whole article |