RHAT down %26 on Oracle news

Ted Roche tedroche at tedroche.com
Thu Oct 26 11:53:46 EDT 2006


On Oct 26, 2006, at 11:26 AM, Michael ODonnell wrote:

>   http://finance.yahoo.com/q/bc?s=RHAT&t=1d&z=l

Now, there's a great opportunity to buy at a discount!!!

Oracle endorses Red Hat by saying their distribution is best to run  
Oracle on. Oracle offers to provide an upstream version (badly  
renamed Unbreakable Linux) along with support at a discount, without  
a deep examination of how costly it is to run a distro. My prediction  
is that Oracle will poach few if any Red Hat customers, but that Red  
Hat will gain credibility in the eyes of a lot of big shops.

Disclaimer: I have a trivial investment in Red Hat stock, mostly so I  
get them to mail me their annual report. My investment in Red Hat  
should fund about 4 days (now 3 days) of my retirement.

Ted Roche
Ted Roche & Associates, LLC
http://www.tedroche.com




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