Just in case you didn't know I am employed by Red Hat as a partner manager for the Dell Americas account. I happen to believe that RHT has a handle on the open source market in many regards, but even more than before after returning home from my company's annual sales meeting this past week.
I was emboldened by our renewed JBoss message and the ultimate flexibility of Linux Automation. We are doing many "firsts" in the industry but we are now truly staking our claim as the 'defining technology company of the 21st century'. This year holds much excitement for me; as we and the new CEO, Jim Whitehurst, move forward to evangelize the open source development model as well as feeding the subscription business model.
The competition is still there but I feel privileged to be a Red Hatter at this moment in time.