Jason Maynard
Jason Maynard
biggest crazy last niche software trend validate
They're positioning on-demand as a niche offer. That's smart. If I was SAP, the last thing I'd do is validate on-demand as the biggest trend in the software industry. They'd be crazy to do that.
capitalize demand further growing hat open red software stocks
Red Hat is one of the best-positioned stocks in software and should be able to further capitalize on the growing demand for open source.
fastest growing market opportunity red
The acquisition has effectively expanded Red Hat's market opportunity in one of the fastest growing sectors of software.
bold moves next
If they don't make bold moves in the next 12 months, they'll move into irrelevance.
applied based earnings estimate objective per price share
Our price objective is based on a 40 times PE (price/earnings) applied to our new 2005 earnings per share estimate of $1.35.