[Beowulf] HPE to acquire Cray

[Jonathan Engwall]

I looked at stock price and volume for Cray, IBM, and Red Hat today. Red
Hat is impressive.

On Tue, May 21, 2019, 6:20 AM Gerald Henriksen <ghenriks at gmail.com> wrote:

> On Mon, 20 May 2019 18:42:31 -0400, you wrote:
>
> >I am curious, do you have some evidence for the demise of CentOS
> >other than IBM bought RH?
>
> The important thing to remember about CentOS (and presumably why Red
> Hat brought it on board) is that it is not really a RHEL competitor,
> rather it is a RHEL marketing tool.
>
> Red Hat, for RHEL, needs to worry about Ubuntu who (as far as I know)
> make no difference between the LTS release publicly available to all
> and the version they offer paid support for.
>
> Red Hat needs a similiar arrangement, and CentOS does that for them.
> They need the "free" version of the OS that start ups and companies
> can use legally while building a project / business and then when and
> if they decide they want paid support then RHEL is the obvious choice.
>
> If there is no CentOS then that market defaults to Ubuntu, and if you
> are running Ubuntu and you now need the insurance that paid support
> offers you are unlikely to suddenly change your infrastructure to
> RHEL.
>
> My observation / opinion is that IBM isn't the real threat to Red Hat,
> rather Red Hat is the biggest threat to Red Hat.
>
> Like any organization that has been around for a while various
> "kingdoms" have been established within Red Hat, and those combined
> with inertia mean Red Hat hasn't been making the changes or tough
> decisions that I suspect the market is moving towards.
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