Wall St. does a numbers job on Linux

My comments? Simple. Linux might be dropping some, but anything tends to do that in a natural cycle of things. That is not just something from the world of computers.

It’s been a short ride, but if investment-banking house SG Cowen & Co is to be believed, then the North American Linux market has stopped growing.

The number of corporate first-time users of Linux has dropped for the first time in two years, according to an SG Cowen survey.

Just seven per cent of companies currently without Linux servers plan to adopt Linux during the next year, compared to between 12 per cent and 17 per cent when SG Cowen began tracking in 2003. SG Cowen surveyed 500 organizations.

The numbers appear to reinforce an earlier, separate Evans Data Corp survey of developers. Forty per cent of developers plan to write applications for Linux during the next 12 months compared to 48 per cent who were polled during the same Spring period last year, according to EDC.

Both sets of numbers come as surprise in light of recent data that indicates Linux is alive and growing. During the first three months of 2005, Linux server factory revenue exceeded $1bn for the second sequential quarter, growing 35.2 per cent, according to IDC. Linux accounted for 10.3 per cent of overall quarterly server revenue. [Read the rest]

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