Nonetheless, increased pressure will likely weaken the company's top-line momentum as well as its ability to acquire new business. What's more, the sequential and year-over-year improvements in its margins may soon show signs of weakness in the coming quarters. The days of Red Hat being considered only a Linux niche business are over as the company is now (deservedly) highly regarded as a true threat to the likes of Oracle, Microsoft and IBM. But now those competitors are coming to take back that business. Follow @rsaintvilusAt the time of publication, the author held no position in any of the stocks mentioned. This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.