Investopedia: Red Hat Keeps Booking The Dealds, But Is It Growing Enough?

I'll give credit where it's due - Red Hat (NYSE:RHT) did a great job with its Linux business, and management has shown prudent aggression when it comes to building next acts in middleware, storage, virtualization and cloud. The question, though, is whether the company can deliver the sort of growth and margin leverage that the valuation assumes. So far, it's not looking like a sure thing.

Read more here:
http://www.investopedia.com/stock-analysis/2012/Red-Hat-Keeps-Booking-The-Deals-But-Is-It-Growing-Enough-RHT-ORCL-IBM-EMC0925.aspx