Open Source Wall Street

Dion Cornett's "Open Source Wall Street" newsletter for September 7 is available in PDF format. Therein, he suggests that SCO should allocate 1% of its legal expenses to obtaining a second opinion on its anti-Linux campaign, and dedicates a few pages to the claim that Red Hat's stock is now undervalued. "We have frequently asserted that we expect the OSS market to evolve into a 'Coke/Pepsi'-like duopoly as major technology vendors balance the need for competitive alternatives against the difficulties inherent in supporting multiple distributions. We have noted in the past some customers switching from RHAT to NOVL's SUSE, while defections in the opposite direction are difficult to find given that SUSE's more limited installed base. Thus we agree that NOVL is gaining market share on RHAT which was recently confirmed by NOVL's reported server additions (up from 3,800 to 19,000) and is fully built into our Outperform recommendations on both companies."

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