Linux spending set to boom?

English Open Chat
#1

IDC: Linux spending set to boom by 21 percent in 2009

Redhat stock is up 47% this year. Novell is down 4%.

#2

From a very low base. The decline in Novell’s share price is because there are fewer MS support certificates coming through and so investors aren’t going to see their returns increase as fast as they thought.

#3
  • john hudson wrote, On 04/11/2009 12:56 PM:
    > From a very low base. The decline in Novell’s share price is because
    > there are fewer MS support certificates coming through and so investors
    > aren’t going to see their returns increase as fast as they thought.

Also a very large part of Novell’s product portfolio isn’t Linux. Redhat does Linux, JBoss and a directory service, AFAIK that’s all.
So the impact of a Linux hype is much bigger on Redhat stock.

Uwe