Eric Savitz has blogged on the Barron’s Daily Tech Trader blog about a survey done by Pacific Crest asking companies about the recent Oracle commitment to offer support for Red Hat Linux and the Novell/Microsoft agreement on Windows/Linux interoperability. I haven’t seen the study, so I’ll lift from Eric’s conclusion’s directly:
“One, most customers are seriously considering the new offerings. Two, Red Hat can hold on to most of them, if they are willing to cut prices far enough. And three, customers seem a little more interested in the Microsoft/Novell offerings than those from Oracle.”
One of the details Eric provides: “Asked who they would chose as a provider if they were to switch Linux support, 29% of Red Hat customers named Microsoft/Novell; 20% named Oracle.”
This shows a market in motion, with price competition and customers considering options they didn’t have a couple of months back. That’s good for customers and, ultimately, for Linux, since it will drive all of the players to improve their offerings.