Investors should have Linux exposure. It is one of the biggest trends in technology.

We believe that our third quarter revenue growth places Red Hat among the fastest growing mid-cap technology companies in the world.

When a resignation for 'family reasons' is announced that close to earnings, nine times out of 10 it means bad things. Red Hat didn't do a good job handling the news.

I'm not surprised by the sell-off. Other tech companies have beat or met expectations and fell the next day.

The software business is increasingly important for Sun. I do anticipate they'll continue to make acquisitions there. That needs to be part of the strategy.

Sun is ill equipped to be the low-cost hardware provider. It's the right move to move towards software.