RedHat just took aim and shot its partner IBM in the foot. Or maybe IBM shot itself in the foot. While the deal makes little difference to IBM Systems and Technology group (hardware, servers and storage), for Software Group the deal serves to increase pressure on IBM margins.
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I suspect in the long run that Oracle could still end up as JBoss steward, by acquiring Red Hat. Charles Phillips has plenty more deals in his sights.
The acquisition announcement is net positive for Novell SuSE "in light of its relationship with IBM. We might also now expect to see IBM reaching out to the Debian community. If you want to divide and rule, you need options to balance against each other. Red Hat is now a more troublesome partner than it was. We now have a new top reason why IBM could support Debian.
The deal shines a clear focus on the Linux market. Can IBM really afford not to be in control of its own distribution for the long term? Sure Linux can be swapped out but ISV relationships and hardened environments at customer shops can't. Let's not forget that IBM already paid Novell $50m to strengthen the relationship.
