But is that actually so?
This is what BusinessWeek wrote:
Speculation is rife that the company (Red Hat) is a takeover target. “It makes no sense that they’re still hanging out there,” says Eric Gebaide, a managing director at investment bank Innovation Advisors.
One possible suitor is virtualization software company VMware, which some industry executives says is on the lookout for an operating system to add to its portfolio. Former VMware CEO Diane Greene, ousted by her board in July, had set up meetings with Red Hat in part to position VMware as friendly to open source and possibly as a prelude to a buyout discussion, according to a person familiar with the conversations. Representatives of both companies declined to comment.
Ostatic concludes in its post:
A combination of VMware virtualization and a proven, popular operating system could pave the way for a future of healthy competition for VMware with other operating systems that bundle virtualization. I wouldn’t be surprised to see both VMware and Red Hat pursue all of this.
Meanwhile Cnet’s Matt Asay contradicts:
I would think this trend cuts the other way. Red Hat (and Novell) likely see virtualization’s commoditization as a reason to push the knife deeper into VMware. Being acquired by an important but commoditized feature of their operating systems doesn’t sound appealing to me…
What do you think?