Szulik is another Dell--a one trick Pony. They each thought they were brilliant for swooping in and swapping a few UNIX boxes out and that is all they know how to do.

Ask Sun how afraid they are of Szulik once they get Niagara 2 and really innovate. Time for pretend technology companies like Dell and Red Hat to be shown the door. They are pure operationally focused companies that have their place only in placing price pressure on innovators.

James, Calm down now, mr Sun lover, with too much time on your hands. My guess is that you are either a Sun employee, or someone layed off with a bunch of Sun stock from the ESOP plan over the years (likely purchased at $20-90 per share), and praying that the $4-7 trading range takes off again.
Dream on. Companies with too much baggage to protect like Sun are dead in the world moving forward. Red Hat is 10 steps ahead of Sun, but may actually be behind others in this "new playing field game". I give Szulik credit for recognizing that infrastructure software alone is not the only place to be, over the next 10 years.

Szulik isn't an innovator--bottom line. He run's Red Hat like UPS. Talk to any CIO who has to deal with him and you'll hear the same thing: he is a gutsy risk taker, but not a visionary. They interview him about the future and he runs his same UNIX replace quote from 2001.

Whatever you think about any innovative company and their stock price volitility--Red Hat isn't a product innovator. Just like Dell they are believe in their business model above all. The only innovation to come out of Red Hat this year will be technology to further lock down their patches and force subscription.