Red Hat

Could VMware be the next Novell? That's the question Gartner managing vice president and chief of research for Infrastructure David Cappuccio asks in a provocative post, one that bears further discussion. While VMware is at the top of its game, there are several historical analogs between VMware and Novell.

I'll let you read Cappuccio's excellent post for his full argument, but the crux of it is that in the face of dominant but pricey technology, many buyers will turn to "good enough" to fill their needs. For Novell, that competition to its 90 percent market … Read more

Oracle doesn't want to own Linux. Oracle just wants Linux to be cheap.

That's the insight an analyst shared with me the other day as we discussed why Oracle hasn't made a move to acquire Red Hat (recently, anyway). According to this source, who is familiar with Oracle's Linux plans, Oracle wins eight of 10 deals where the operating system is Linux, and only wins five of 10 where the OS is Windows, a win rate that continues to drop as Microsoft's SQL Server gets better.

Oracle's Enterprise Linux strategy is therefore not so … Read more

For all the hype around cloud computing, two big issues continue to keep CIOs from feeling safe participating: security and interoperability. Red Hat, by announcing its Premier Cloud Provider Certification and Partner Program and Amazon's entry in that program, hopes to allay these concerns and claim for itself a significant percentage of the money set to pour into the cloud-computing gold rush.

For the past five years, CIOs have given Red Hat top ranking for value. A significant part of this value, as Red Hat CEO Jim Whitehurst revealed on Red Hat's first-quarter earnings call, is the company'… Read more

It's not exactly the Sundance Film Festival, but Red Hat's new Red Hat Stories film series is setting the standard for technology marketing through film.

These aren't product pitches. Instead, they pitch "the Red Hat way" of doing things, attempting to broaden the appeal well beyond bits and bytes of operating systems and application servers.

While you'll find the films on YouTube, Red Hat doesn't want you to label them as "videos." As Red Hat's Chris Grams explains:

I use the word "film" rather than video on purpose … Read more

Walk the halls of any open-source conference and you'll see a large percentage of attendees with ironically un-open-source Apple laptops and iPhones. I've commented on the reasons for this before, but a new thought sprung to mind while reading Matthew Thomas' excellent (and old) "Why free software usability tends to suck."

Open-source advocates like good design as much as anyone, but the open-source development process is often not the best way to achieve it.

Thomas now works for Canonical, the company behind Ubuntu, which arguably offers the industry's best Linux experience for personal computers. I … Read more

Oracle has gone on a buying spree in the past few years, consolidating an impressive portfolio of market-leading technology. But there's one thing it still lacks, despite awkward efforts to fill the void: an operating system. Though Oracle has unsuccessfully courted Red Hat as an acquisition target for years, its affections might be better placed on Ubuntu.

Yes, by acquiring Sun, Oracle is gaining Solaris, but as Red Hat CEO Jim Whitehurst indicated in the Red Hat earnings call on Wednesday, the exodus of Solaris-to-Linux users continues apace, as Sun's attempt to neutralize Linux's appeal with OpenSolaris … Read more

For those wondering whether Oracle or Red Hat is weathering the recession best, this week may have settled the question. On Tuesday the market cheered Oracle for only seeing a 5.2 percent drop in revenue, with a 7.2 percent drop in profit (absent the strong dollar, Oracle would have seen a 4 percent increase in revenue and a 5 percent increase in profit).

Red Hat? Well, on Wednesday Red Hat announced fiscal first-quarter revenue of $174 million, up 11 percent from the prior year. Subscription revenue was up 14 percent year over year to $148.8 million. The … Read more

Red Hat appears to be held to a different standard than its peers, one that keeps it safe on a pedestal where it can do comparatively little damage to its competitors.

The reason seems to be that it's an open-source company, and open-source companies are apparently supposed to live lives of virginal purity and restraint. So, in response to my suggestion that Dell consider buying Red Hat, a friend countered, "But this would destroy Red Hat's hardware independence."

It's a good point, and one that is similarly raised whenever it is suggested that Oracle, IBM, … Read more

According to BusinessWeek, Dell has amassed a $10 billion war chest with which it intends to buy BMC Software, Symantec, or another big technology company to expand into new markets--and particularly software markets--in a bid to boost profitability.

Yet even as Dell ponders where to spend its cash, it is reportedly rolling out a program to provide free, open-source applications to small and midsize businesses. The reason is simple, according to Amit Midha, president of Dell's Asia-Pacific and Japan region for the SMB business:

The more advanced the customers, the more likely they will adopt open source, because they … Read more