We reported recently on Red Hat’s revenue growth and deferred revenue. One of the things I have been looking at recently is the slowdown in Red Hat’s growth in recent years, and the opportunities that the company has to improve that growth.
For some perspective it is worth noting that while Red Hat’s revenue has been growing steadily:
The rate of growth has been in decline for some time:
We have also noted (451 Group clients only) that the company will in …
[Read more]Peter Fenton’s open source investment tips. Boxee raises $6m. And more.
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Identi.ca
“Tracking the open source news wires, so you don’t have
to.”
*451 CAOS Links will return on August 25*
Digesting the VMware-SpringSource deal
In the wake of VMware’s acquisition of SpringSource the WSJ
examined Peter
Fenton’s open source investment portfolio and what he looks for
in an open source vendor. Meanwhile Matt Asay noted that VMware’s
purchase of SpringSource is the first big acquisition of a
company based on an Apache license, while Charles Babcock
reported …
Red Hat is celebrating the 10 year anniversary of its initial public offering. An anniversary to be proud of for Red Hat, but one that has given The VAR Guy pause for thought about the relative success of open source in the past 10 years.
“Would anyone have predicted that no additional open source companies would launch IPOs over the next decade? Ten years without an open source IPO … amazing and somewhat depressing for open source business advocates,” writes the VAR Guy.
It is somewhat depressing that there are not more public open source vendors. However, the statement that there have been …
[Read more]Monty Widenius dissects MySQL’s dual license. Intuit moves to the EPL. And more.
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Identi.ca
“Tracking the open source news wires, so you don’t have
to.”
# Monty Widenius blogged about the apparent changes to the dual licensing of MySQL.
# Intuit announced that its code.intuit.com will be moving from CPL to EPL.
# Matt Asay asked whether Google’s open source advocacy might be a scheme to lower the value of patents.
# Vision Mobile’s Andreas Constantinou explained the differences between open source …
[Read more]As well as contributing to the CAOS research practice here at The 451 Group I am also part of the information management team, with a focus on databases, data caching, CEP, and - from the start of this year - data warehousing.
I’ve covered data warehousing before but taking a fresh look at this space in recent months it’s been fascinating to see the variety of technologies and strategies that vendors are applying to the data warehousing problem. It’s also been interesting to compare the role that open source has played in the data warehousing market, compared to the database market.
I’m preparing a major report on the data warehousing sector, for publication in the next couple of months. What follows is a rough outline of the role open source has played in the sector. Any comments or corrections much appreciated:
Unlike other …
[Read more]OIN offers cash for patents. CentOS crisis averted. Microsoft denies GPL violation. And more.
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Identi.ca
“Tracking the open source news wires, so you don’t have
to.”
# Open Invention Network offered individual inventors cash for patents, and acquired patents from V_Graph.
# The H Open reported that the management problems at CentOS are now resolved.
# Sam Ramji told Network World in detail why Microsoft believes its Linux IC code did not violate the GPL (from 15m 30s).
# Canonical delivered an on-premise version of …
[Read more]When open source goes bad. Is open source a success or failure? And more.
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Identi.ca
“Tracking the open source news wires, so you don’t have
to.”
When open source goes bad
The H reported
on the apparent turmoil at the CentOS project, while Jay Lyman
offered the CAOS perspective. Meanwhile
Slashdot reported that Alan Cox has quit as Linux TTY
subsystem maintainer.
Success or failure?
Danny Windham, Digium CEO, …
Intuit launches open source project. SFLC on Microsoft GPL violation accusations.
Follow 451 CAOS Links live @caostheory on Twitter and
Identi.ca
“Tracking the open source news wires, so you don’t have
to.”
# Intuit launched open source projects and community to develop apps based on its Intuit Partner Platform, while Savio Rodrigues declared Intuit’s open source play is all business.
# SFLC’s Bradley Kuhn told SDTimes Microsoft was in violation of the GPL.
# MySQL and Memcached-based appliance vendor Schooner Info Tech has raised $20m in Series B funding.
# …
[Read more]Microsoft contributes to Linux. Acquia raises $8m. And more.
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Identi.ca
“Tracking the open source news wires, so you don’t have
to.”
Microsoft contributes to Linux
Microsoft announced that it is to contribute device driver
code to the Linux kernel under the GPLv2. Prompting us to publish
a CAOS Theory Q&A. Answering one questioning we failed to
ask, ZDnet reported that Microsoft’s Linux contributions
should find their way into the 2.6.32 release.
Acquia raises $8m
Mass High Tech …
Microsoft has announced that it is to contribute code to the Linux kernel development effort under the GNU General Public License (GPL) v2. What on earth does it all mean? Here’s our take on the situation. With thanks to Jay Lyman for his contribution to the following:
Q. This is a joke, right?
A. Not at all, although if any announcement is better suited to the image above, we can’t think of one. Microsoft has announced that it is going to contribute code to Linux under the GPLv2.
Q. What code is Microsoft contributing?
A. Microsoft is offering 20,000 lines of its own device drivers to the Linux kernel that will enable Linux to run as a guest …
[Read more]