An analyst friend emailed me the other day to get my opinion on the analyst community's negative Red Hat pile-on. Bank of America, Global Equities Research, and others have recently been hand-wringing over Red Hat's future, suggesting that its JBoss business is stalling, that it's "losing momentum" in emerging markets like China, and (here's the one I find immensely laughable) that hardware vendors like HP are having to step in to fill Red Hat's failing shoes on support.
Trip Chowdhry of Global Equities Research tried to outdo this list, however, arguing that not only does Red Hat stink, but the entire LAMP ecosystem is rubbish, too. He declares that .Net is winning developers' hearts and minds while the LAMP stack is on its way to relegation to the dustbin of history. His bias exposed (just as mine is here: I'm an open-source believer and see rampant uptake of LAMP and open source throughout the enterprise), he has his 15 seconds of fame. Time to move on.
One thing, however, bears further investigation. JBoss. The consensus view from analysts seems to be that JBoss is Red Hat's Achilles Heel. Let's take a look at some data to get a better picture.… Read more