[jacques_chester]

It's worth noting that the existential threat has eased a lot for Red Hat. Openshift is growing as alternative revenue stream but has a long way to go before it replaces RHEL subscriptions. But now that IBM is keeping the lights on, Red Hat has at least a decade of breathing room it didn't have before. It can afford to loosen the RHEL reigns a bit.

Disclosure: I work for Pivotal, we compete against Red Hat in a number of ways.