On Apr 1, 3:05 am, Roy Schestowitz <newsgro...@xxxxxxxxxxxxxxx> wrote:
> __/ [ Rexford Ballard ] on Sunday 01 April 2007 04:20 \__
> > Good job Red Hat!!
>
> It's the JBoss investment (acquisition last year and investment doubled last
> week). Sales were up 41%. Some analysts and journalists completely missed
> that. Of course, to investors, short-term moneyflow is all that matters. To
> us, the fact that server demand is sky-rocketing is all that matters. Red
> Hat have just said that they intend to take on the desktop (not just
> Fedora)... something like SLED, only without Mono, the proprietary addons in
> OpenOffice (for Windows), and the 'balance sheet liability', covered for
> only 5 years.
>
> >>http://www.linux-watch.com/news/NS2013750039.html
Very good analysis of the situation. JBOSS is the open source
implementation of
J2EE. The nice thing is that it provides diversity to Red Hat's
revenue stream.
There are different kinds of investors looking for different kinds of
investments.
Value investors look for quarter by quarter growth where both revenue
and net profits
are increasing gradually.
Growth investors are looking for companies that are making the kinds
of investments
designed to fuel and support huge growth in revenue that will
eventually generate
significant profits.
Several companies who have strategic use of Open Source, have been
able to
generate both substantial revenue growth, and moderately high profit
margins.
> PS - many short posts from you.
> Where is the real Rex and what did you do to him?
I'm in the middle of a busy time in a project and don't have much time
to post.
Often, I'm putting out short posts in 5-10 minutes.
|
|
