Red Hat: The Fools Are Right
The VAR Guy enjoys Barron’s and The Motley Fool — two fantastic financial websites. But when it comes to rumors about Red Hat’s future, The VAR Guy has to side with irreverent Fools rather than the traditional Barron’s. Here’s why.
Why, oh why, would Red Hat’s board consider selling the company? After all, Linux adoption remains strong and the open source middleware market is just getting started. Plus the open source IT channel, led by Red Hat and Synnex, is just revving up its engine. Translation: Any suitor that potentially bids on Red Hat will need to pay a hefty premium for the company.
Foolish Logic Makes Sense
Ironically, The Motley Fool’s coverage sounds far more logical to The VAR Guy. Comparing Oracle-Sun to a potential IBM-Red Hat deal, the Fool points out: