Linux Could Become A Big Force In The Weather-Forecasting Field (Investor's Business Daily)
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Investor's Business Daily - The flock of hurricanes that hit Florida this season is putting more pressure on forecasters to provide fast, reliable information.
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SEATTLE - Linux, the fast-growing alternative to Windows and other operating systems, will become a $35 billion market by 2008, technology research firm IDC said Wednesday.
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roundup Plus: The company also expects to meet or exceed analyst estimates...Salesforce.com reports subscriber surge...RealNetworks signs up Red Flag Linux.
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roundup Plus: Business Objects to bundle IBM tools...Linux clusters gear up for simulated combat...Sprint to bake in BlackBerry for businesses.
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Investor's Business Daily - Though pundits have long dismissed mainframe computers as throwbacks to a long-gone era, the big, brawny machines are very much alive.
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InfoWorld - IDC on Wednesday painted an optimistic outlook for Linux over the next few years, predicting that overall revenue for desktops, servers, and Linux-compatible packaged software will reach &#36;35 billion by 2008.
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Investor's Business Daily - Offices still lag homes when it comes to wireless networking, or Wi-Fi. But they're catching up.
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Plus: Linux demand lifts Red Hat profit...Strong sales of phones, other gadgets boost PalmOne profit...Lawson expects quarterly loss.
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After years of speculation, there are many who believe that Linux is about to become a major platform for advanced mobile devices. And, not surprisingly given Linux's history, there are those who strongly disagree.
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There's a lot of money to be made in open source, both as a shareholder and for the company.
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Investor's Business Daily - The Nat&#39;l Assn. of Purchasing Management&#39;s regional business activity surveys rose in June. The Chicago-area gauge eased to 60.2 vs. 61.7, but still remains solid. The Milwaukee index jumped to 66 from 58. Better auto production and exports helped, and could boost national activity. The index for New York City rose to 451.5 from 450.2, and the outlook improved as well.
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Hefty valuations = a bet on the future.  That future is clearly open source + SaaS, based on the multiples people are willing to pay.
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Investor's Business Daily - Some free open-source software aside, business software has been sold through licensing agreements for packaged products or via Web-based subscriptions -- until now.
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Ziff Davis - Microsoft looks to be giving the Linux client an opening against Windows with its changes to Longhorn's timing and features. Or are other contenders waiting in the wings? Check out two vastly different views of its opportunities.
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(InfoWorld) - Red Hat Inc.'s woes this week raise the issue of whether IT investors are turning sour on open source. A somewhat disappointing forecast for the next quarter has investors fleeing, just as they have from the company's open-source rival, Novell Inc. A close analysis of the situation, however, may give savvy investors -- and open-source advocates -- courage. Red Hat's problems are probably more short-lived than Novell's. Red Hat investors are rattled: Company shares (RHAT) have lost almost US$5 in value over the last week, closing Thursday at $20.59, down $0.38 for the day. On Tuesday, Red Hat reported solid second-quarter earnings per share of $0.11, on revenue of $99.7 million. This beat expectations of analysts polled by Thomson First Call, of EPS of $0.10 on sales of $97.5 million. The problem was the company's forecast for next quarter: revenue of $103.5 million to $105.0 million, compared with the consensus estimate of $106 million. Even before these numbers came out, analysts were questioning the company's ability to execute a smooth merger with Jboss. Up until recently, investors bought into Red Hat's strategy to move up the software stack. The Jboss acquisition gives it an application server. But disappointing cash flow suggest problems with executing this strategy, and even perhaps some push-back from customers. Four different brokerages in the past month have downgraded their advice on Red Hat stock, with Soleil Securities Group Inc. recommending a "sell." But not all analysts are dour. Banc of America and UBS analysts, for example, have issued reports saying that Red Hat's problems are probably temporary, and that the company's strategy could still pay off with increased sales in the next few quarters. Novell could face more long-term problems. The company has had trouble articulating a coherent strategy. And even though Novell sold its stake in Celerant Consulting to focus on core open-source software, stand-alone Linux sales for the company hover around just $10 million. But it's hard to analyze Novell's business using up-to-date figures, since the company postponed its quarterly report earlier this month, as it completes a voluntary internal review around the granting of stock options to employees. Novell may have to restate earnings. The delay in its earnings report caused the Nasdaq to issue a delisting notice. So far, Novell has been able to stay listed, by protesting the notice and requesting a review process. The next few months should clarify issues around the two companies. Novell needs to get its internal review done, come out with earnings statements that analysts can rely on, and of course eventually show growth in new-software licenses. Red Hat has fewer hurdles to jump. An uptick in cash flow should offer assurances that its strategy to offer a broader portfolio of tools and server software is on track. REFERENCES: Novell faces delisting from Nasdaq, Sep. 21, 2006ADVERTISEMENTMAKE SOA REAL WITH IBM WEBSPHERE PODCASTStreamline processes and maximize efficiency within a proven service oriented architecture. Take back control of your business processes with IBM WebSphere.
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Investor's Business Daily - Sun Microsystems has pulled off a bit of an upset, gaining market share amid a sluggish year for top-tier computer server vendors.
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sl0wp0is0n writes &quot;Computerworld has published an interview with Microsoft&#39;s chief Linux strategist, Martin Taylor. It&#39;s interesting to find out that Microsoft thinks and predicts Novell (SuSE) will be the