Couldn't agree more with your point about those of us out to educate and discuss stocks on these boards but just giving you a nod that you're not the only one.
RHT specific stuff if software is becoming commoditized wouldn't it then make sense to buy the one company among the many vendors out there that has accepted this trend in its business model. A forward pe of 33 and a growth rate of 42% still looks like a good metric to me but we all have our favorites to look at so I won't argue which one chooses but thats a peg of under 1 so I stick my red hat on that peg so to say. Novell has all that "other stuff" yeah great but the linux developers don't want to do business with MSFT so they are forced to develope products internally which has been shown to be a passe development structure. They all have cash and RHT has been fighting an uphill battle and rolling cash back into its own distribution channels fought and won by all accounts against the second largest software company Orcl and despite similar threats from msft, via patents issues, looks to be winning against them.
You put it all so well I will save some more counters to the detractors that are sure to come, just wanted to say kudos really on a well thought out piece and welcome to the board. There are more of us "stupid" people out there.
Looks like NOVL is the better option. With RHT adamant that it cannot go mixed, it holds no value.
I don't really know, the DOW at on point was up almost $100+ and every thing else was screaming skyward but, this made a small pop and then resumed the downward spiral, flames flying and still has not recovered... I figure this has a little something to do with it... Look at the left hand side of the page...Show absolutely $0.00 insider buys but, look at thsoe sells???? If insiders are not buying, why would anyone else even consider I guess is the real question???
Stocks go up, stocks go down I bought RHT about 3 quaters ago. Of course I'm not plesed wih the price drop. The growth in expenses should be a surprise to no one. RHT is G-R-O-W-I-N-G. Revenue growth is far more important than EPS.