Red Hat Inc. (RHT)

All Comments on RHT

  • commenter
    Jun 27 12:23 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Is this quote from LEN management a ray of hope on the horizon?

    "...aggregate levels of impairment and losses are more the nature of clean up rather than reconciliation to unknown market conditions. We have done the heavy lifting on impairment and are now situated with stated assets that can and will produce improving margins when the rate of declining market pricing subsides. We are very confident that even with continued degradation of market conditions our stated asset base will not suffer nearly the levels of impairment we saw in 2007."

    Reply
  • commenter
    Jun 26 09:33 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    This excellent report, being more concise, is getting better. Still, I would offer a minor suggestion. Lead off with world market, then follow with pre-mkt earnings report, then company writeups. Reply
  • commenter
    Jun 12 03:17 PM
    My Website
    Red Hat Settles Patent Lawsuit [view article]
    Update on who "won:"

    According to another web site (www.hemscott.com/news/...) that seems to be tied to the LSE, Red Hat paid to settle the lawsuit with Firestar/Datatern, both of which are partnered (16.7%/100%) with Amphion.

    Both Firestar and Datatern appear to offer technology for sale and are not apparently solely in the business of acquiring and maximizing patent values, which would seem to be what Red Hat means by a "patent aggressor." However, Amphion says Datatern was formed to " commercialise selected intellectual property opportunities, in partnership with its Partner Companies."

    "As a result," according to the other web site referenced, "revenues directly attributable to Amphion from the license fee after costs are
    approximately $800,000." Why Amphion is not tooting its horn a little more and letting Red Hat position itself as the winner is unclear.
    Reply
  • commenter
    Jun 12 02:13 PM
    Red Hat Settles Patent Lawsuit [view article]
    Hmmm. Filed in the Eastern District of Texas? The Capital of Patent Trolls? Now look at the patent itself. As a Sr Software Geek, this patent looks to me like it belongs in the "every developer has written code to do exactly this at one point or another." I hope Red Hat smacked them down hard. Reply
  • commenter
    Jun 11 05:55 PM
    My Website
    Red Hat Settles Patent Lawsuit [view article]
    I am trying to figure out the investment aspect of this move by Red Hat and admit I am struggling with for an opinion (which is why I didn't post one).

    Of course, Red Hat says the settlement is not public information so we can't tell if money changed hands and, if so, in what direction. If Red Hat paid for these " precedent-setting rights," I am assuming it was a small amount given what this was about technically. My guess is that it paid.

    However if Red Hat didn't have to pay (or even got the other guys to pick up legal fees), it's still small potatoes but it means more share-value-affecting posturing by Red Hat over IP philosophy, Open Standards (in upper case), and more of the "U.S. bashing is good for open source" stuff Red Hat's CEO apparently said in March--see www.ebizq.net/blogs/op...).

    The argument for the "Red Hat won" scenario is a FAQ sheet that accompanied the press release which said "More generally, the settlement demonstrates Red Hat’s commitment to standing up for the community against patent aggressors. We believe it will serve as a precedent that should discourage future similar cases."

    The plaintiffs don't look like patent agressors to me and the precedent that Red Hat is talking about is not a legal precedent as it implies but simply the idea that it is not just indemnifying itself but also those upstream and downstream in the development process.
    Reply
  • commenter
    Jun 11 04:47 PM
    POT of Gold - Cramer's Lightning Round (5/16/08) [view article]
    Valenna, stop posting garbage until you learn how to speak English. Reply
  • commenter
    Jun 11 04:24 AM
    My Website
    POT of Gold - Cramer's Lightning Round (5/16/08) [view article]
    Master Internet Business own keys to the future of knowledge, they know the way in space that mankind has yet to be master.
    These treasurei for you. Study also itself dare.
    Reply
  • commenter
    Jun 01 01:46 PM
    Google, IBM, Red Hat, Sun and the Digistan Connection [view article]
    As entertaining as this thread had been (and it has been), what I do not find to be entertaining is that the executive management clowns at JAVA have managed to wipe out about 50% of shareholder equity in just over a year.

    Dear Sun Board of Directors, how long can you continue to support Schwartz and his clique? It's time to clean house yet again.
    Reply
  • commenter
    May 27 05:14 AM
    Why Is Red Hat Abandoning Linux for PCs? [view article]
    What about reading that statement (www.press.redhat.com/2.../) again?

    What's so difficult to understand on "as a public, for-profit company, Red Hat must create products and technologies with an eye on the bottom line, and with desktops this is much harder to do than with servers."? There just are no money in selling Linux on desktop for customers? I hear about Ubuntu zillion times -- how much money Ubuntu make on desktops? How many employees they can pay from this profit? Oh, they have no sales and no profit. Hmm, strange.

    Red Hat is not paid by one billionaire, but it is a for-profit company with shareholders. And BTW the fact they Red Hat doesn't have customer oriented desktop, doesn't mean it has no desktop at all -- business gladly pay for support of it (not in the amount as they pay for servers, sure).
    Reply
  • commenter
    May 20 11:24 AM
    POT of Gold - Cramer's Lightning Round (5/16/08) [view article]
    im certain (i keep a portfolio of some of his/fast money picks) i saw cramer recommend POT around 150. Reply
  • commenter
    May 19 09:25 PM
    POT of Gold - Cramer's Lightning Round (5/16/08) [view article]
    POT was recommended on Fox Business Channel (I don't recall by whom) before the run up. FBC also replayed Cramer's advice to a caller to hold Bear Sterns on the Friday before the crash. He is an idiot and if you want better advice then you must stop watching CNBC. Reply
  • commenter
    May 19 07:17 PM
    POT of Gold - Cramer's Lightning Round (5/16/08) [view article]
    Amen to Dr Lepoff. I was going to buy POT much lower but got scared off when Cramer dissed it. Now he loves it. It pays to do your own research and make your own decisions - which is what Cramer espouses anyway. If you just trade on his suggestions, you'll never get better at investing. Reply
  • commenter
    May 19 04:46 PM
    POT of Gold - Cramer's Lightning Round (5/16/08) [view article]
    It is truely amazing to watch ththe pros proclaim a stock a BUY after it has been on a run and is topping into overbought territory Reply
  • commenter
    May 19 02:37 PM
    POT of Gold - Cramer's Lightning Round (5/16/08) [view article]
    If I recall RHT wasn't a bear call. It was simply a no call. He didn't say sell, he just said he didn't want to make a call. A no call isn't a sell call.

    Reply
  • commenter
    May 19 12:42 PM
    My Website
    Google, IBM, Red Hat, Sun and the Digistan Connection [view article]
    Dennis: have you thought about your next article? The blogosphere is aquiver with anticipation as to where you'll take this story next. Here is something I've been researching. Did you realize that "Digistan" is perhaps meant to sound like "Dagestan", a well-known islamic republic? I found that:

    "93% percent of Dagestan's population is Muslim..." and "There is a millennia-old presence of a Jewish community, the "Mountain Jews".

    Also that "Since 2000, Dagestan has been the venue of a low-level guerilla war, bleeding over from Chechnya; the fighting has claimed the lives of hundreds of federal servicemen and officials – mostly members of local police forces – as well as many Dagestani national rebels and civilians."

    Surely this is no coincidence...? I suspect we're only a step away from seeing the Dagestani government lobbying in Brussels to get MSFT hit with huge fines. I'd be careful about misunderestimating the Dagestanis, they look really mean.

    Please keep up the excellent work and don't make us wait too long for your next insightful commentary!

    Yours respectfully
    John H. Murphy
    (Boston)
    Reply

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