Red Had (NYSE:RHT): Jeffco upgrade to Buy; Cisco relationship on tap?
Notable Calls (December 4th, 2008) Writes:
div style="text-align: justify;"Jefferies is out with an interesting upgrade on span style="font-weight: bold;"Red Had (NYSE:RHT)/span taking their rating to Buy from Hold with a $16 tgt.br /br /span style="font-weight: bold;"OK November. /spanChecks indicate steady demand for the core RHEL products (AP, RHN, etc.), while Jboss sales continue to outperform. It seems like Red Hat is picking up some share in middleware dueto BEA/Oracle (ORCL, $16.13, Buy) dislocation and because open source solutions become relatively more attractive as budgets tighten.br /br /span style="font-weight: bold;"Cisco relationship on tap./span Industry sources indicate that Cisco's (CSCO, $16.01, Buy) upcoming line of blade servers is likely to offer RHEL as an option, perhaps even as the default OS. The KVM (non-bare metal) virtualization features in RHEL would allow any type of virtualized container to run on the Cisco blades.br /br /span style="font-weight: bold;"Upgrade to Buy. /spanWith 100% recurring revenue including 80% off the balance sheet ...
Tags for this Post:
Cisco, Jefferies, Market Commentary, non-bare metal;, open source solutions;, Oracle, Red Had;, Upgrade, USD
Cisco, Jefferies, Market Commentary, non-bare metal;, open source solutions;, Oracle, Red Had;, Upgrade, USD


![[Most Recent Quotes from www.kitco.com]](http://www.kitconet.com/charts/metals/gold/t24_au_en_usoz_2.gif)
![[Most Recent Quotes from www.kitco.com]](http://www.kitconet.com/charts/metals/silver/t24_ag_en_usoz_2.gif)
