User 106344

Is Red Hat Recession Proof?

All I can say for RHT, is watch out for ORCL...

QLogic: Cash Rich, Debt-Free, Undervalued

QLogic hasn't missed much in terms of technology, rather, they got out of the exclusively storage side of the business (that's what hurt revenues). But that was a good decision, IMHO, since storage space tends to be very low margin. Now, Qlogic is more focused on Infiniband and having complete end to end network solutions -- with high growth and higher margins. And there is growing evidence that it is possible for them to successfully compete with Brocade on the switch side of the business.