NEW YORK ( TheStreet) -- Investors who once cast their lots on stocks having anything to do with the cloud and virtualization are adjusting their expectations. I don't blame them. Doubt now reigns over an industry once perceived as infallible Now the entire virtualization/cloud industry appears to be in transition. The culprit -- weak spending in enterprise IT.These concerns have placed more attention on companies like Red Hat (RHT - Get Report), whose stock is down 13% this year. Investors fear that despite its strong Linux business, Red Hat lacks differentiation in areas such as middleware, the software that lies between an operating system and specific software applications. That will weaken Red Hat's leverage against two of the market leaders, Oracle (ORCL) and IBM (IBM).
Clouds of Doubt Rain Over Red Hat
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