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The real story here is that cloud is killing them both.

• adventured 8y ago
  Where do you see any of that represented in Red Hat's business performance? Their growth has been strong the last five years and shows no sign of high stress or decline being imminent. They're tracking to solidly double their sales over four years from the end of fiscal 2015.
  • donedealomg 8y ago
    you should read the latest earnings statements, growth was declined and a huge miss of estimates hence the IBM merge, Redhat probably felt they couldn't do it anymore on their own
  • erikb 8y ago
    I think when you figure out why Amazon is currently losing to Microsoft you will also understand why Red Hat, just like Docker, was completely crushed by Google, and why IBM, despite trying super hard, wasn't even a player until now.