(6 quotes found)
“Our price objective is based on a 40 times PE (price/earnings) applied to our new 2005 earnings per share estimate of $1.35.”
Jason Maynard
“If they don't make bold moves in the next 12 months, they'll move into irrelevance.”
“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.”
“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.”
“Novell has the necessary resources to be a much more profitable enterprise but it currently lacks the vision, strategy and execution to produce respectable returns.”
“The acquisition has effectively expanded Red Hat's market opportunity in one of the fastest growing sectors of software.”