RedHat Gives Up 5897
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John Bailo But they're still in transition and it's going to take time. Until then they need the Netware revenue. It's not clear what this number means exactly. The way it was worded it...
Larry Qualig
I think RHAT is hurting from the JBoss acquisition and shareholders wanting to see if the cost justified the expense.
NOVL is hurting from the issues dealing with excessive stock options grants in the past, pre-Suse days (the largest beneficiary of those being Eric Schmidt, who seems to be a hit and run exec now exacting his fees on Google).
MSFT is hurting because...well, I don't know what the K byte limit is for a nntp post.
And once again, you can't compare the three. RHAT is still a startup, in my mind. NOVL is an established company that is nesting a huge baby startup in its midst. MSFT is a smokestack technology company.
Generally I would expect insiders in RHAT to shed lots of stock when it gets any significant value. That makes more of it available to the public. As for NOVL, I think that the options and shorts force a lot of people out who should stay in (like me).
With MSFT, any large scale exec dumping shares on the market should be subject to the highest scrutiny -- especially as it gets ready to release its "ground breaking" OS, you'd think they'd want to hold on to every share -- not sell as if they thought it will be the largest error every committed in company history.
-- Texeme Construct
John Bailo I agree that this is part of it. There is no 'one' reason... it's usually several. That's one but another is the declining Netware revenue which by and large...