I must thank Telford for bugging me twice about the fact that Red Hat’s share price had surpassed Microsoft’s (organically).
The article received a mixed response, which is to be expected, but I was left perplexed as to why people would immediately jump to the conclusion that share price is irrelevant and market capitalisation is all that matters.
1. The article was about the share price, not market cap.
2. The market cap “argument” was also covered.
Anyway, thanks a lot for the tip Tel!
Hey Rodney, share price does matter. Ask someone who actually invests in the market.
Interesting that MSFT has made a big comeback since your article, but RHAT has also been doing OK so the competition is neck-in-neck (no clear leader in the market price right now).
Could be the release of Win-7 has rallied the Microsoft upgrades (everyone subornly refusing to buy Vista gave in and bought Win-7). So I’ve heard, Win-7 is not the dog that Vista was so more competition in the market.
Anyhow, there’s a new and pressing question in my mind… what really did happen at Kennard’s Hire? It is so difficult to understand IT rollouts (why they work and why they fail) because companies simply don’t tell anyone what is going on. As a result, the industry doen’t move forward with lessons learned so they are left with FUD and vendor promises.
I’m depending on you Rodney, it’s going to take some undercover investigation and I’m sure you know people in more strategic positions than I do, just a matter of getting them to talk!
By the way, if you want to meet for a beer somewhere round Parramatta then my phone number is on my web page.
Hey Telford,
Thanks for your support – I was thinking much the same thing, but quite a few people got really emotional about it!
Re Kennards, I have written about that project in the past and would be keen to revisit it.
Catch up sounds good. I’ll be in touch when I’m back from hols in January.
All the best Tel and thanks again.
Redhat made it into the “three stocks that blew the market away” in 2009. So Motley Fool obviously saw some upside in them. I’ve talked to a few more people about Win-7 and the general impression is much better than Vista so I expect Linux to struggle a bit in 2010, also the Mac is converting more and more people (good for Unix in general, bad for Linux on the desktop). Redhat are still focussed on big servers and big business, presumably that’s where the money is.
http://www.msnbc.msn.com/id/34609941/ns/business-motley_fool/