ORCL) and Microsoft ( MSFT). HPQ) and VMware ( VMW), has begun to generate considerable momentum. What's more, unlike Oracle, which had an absolutely brutal June quarter and a less-than-joyful first quarter Wednesday, Red Hat's management continues to do an excellent job of balancing expectations with actual performance. So, as with IBM ( IBM) and Oracle, which have shown eroding growth trends, growth has never been an issue for Red Hat. With revenue climbing more than 15% in the June quarter, I've had no choice but to tip my cap to the company's management, especially since Oracle produced growth of less than 1%. Unlike Oracle and, to some extent, IBM, Red Hat continues to outperform in its subscription business, which grew 16% year over year and 4% sequentially. Not to mention, the company beat earnings-per-share estimates by 1 cent.