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I think one of the best assets for Red Hat is having some of the best engineers in the Open Source world. If Red Hat manages to keep those, it ends up having a big advantage over other companies, e.g. Oracle. My hunch is that Oracle will try to subsidise the technical support for a while, losing money on it, in hopes of denting on Red Hat market. In any case, this means more companies moving over Linux products, which will enlarge the market overall. So it's good news for all the companies in this market, namely Red Hat and Novell, but also smaller companies like the Asian companies and Canonical.
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