Red Hat on the Run

Implications: Talk about "hair on fire."

Analysis: Red Hat's $107M venture is almost essential for them to move forward. Price being a small part of the issue. SaaS (Software as a Service) along with managed services and other off site productivity tools is forcing vertiallization more and more. RH needed to play. Linux is free and therefore Client control and their software product choices must be managed by logic and commitment. Offering a virtual platform from one company and then loading the OS from another and the product from a third can get messy. Red Hat needed a solution - Qumranet may be their answer. Now that the Qumranet cat it is out of the bag there will be a demand for performance. Get Qumranet to RH partners, train them and get it to the street ASAP. RH needs to use the news to keep the buzz going. VoIP well hopefully solve partner calls to support - and that is to techs in the USA and Israel, and not India. OK - RH - perfom.