The Anti-Red Hat Pact
Novell's latest results were rather poor and the following new article makes it apparent that Novell's alliance with Microsoft turned out not as was hoped.
Red Hat Defies Market Pressures, Jumps 32%
[...]
The biggest loser of the week was Novell (NASDAQ: NOVL) with a loss of 11 percent. Novell reported a fourth quarter loss of 5 cents per share. Net revenue losses were $16 million versus $18 million for the same quarter last year.
Comments
Yfrwlf
2008-12-09 00:59:13
As far as trying to say who is doing worse though, that's difficult, but I guess you could compare percentage drops to be more fair?
Microsoft was about $35 per share a full year ago, now they're $20, a little less than a 50% drop. Novell went from $7 one year ago to just over $4, a little less than a 50% drop. Red Hat's drop was more recent, but still a major drop, from $23/share in June to just $10, more than a %50 drop.
Given those figures, and that the drop appears to be quite sudden, even though the recession of course *should* help open source, it doesn't appear to be really doing so, at least as far as paid support at least. I'd bet there are more downloads and OSS being actually used though even if they aren't paying for support or development.
Yfrwlf
2008-12-09 01:05:16
But, the economy sucks all around. Perhaps looking at how much each one raises back up after the recession will be more informative.