What's happening is based on something Matt (again) reported over a year ago. While Linux is booming, most of its gains are coming from unpaid adoption, not support sales. This means slow growth for vendors who are selling Linux support contracts, like Novell and Red Hat.
In that kind of environment it's natural that brokers, analysts, and other bottom-feeders would get busy. And there's nothing easier than calling friends at the Post and telling them something is about to pop.
Whether it does or not, or when it does, the bread here was baked long ago, and is in fact getting quite stale. The success of Linux is not tied to the success of any particular vendor. The success is assured.
There are plenty of patent agreements around so that even an Oracle can't try to take it back at this point. Linux, whether you see it as free as in beer or free as in liberty, is free. And it's going to stay that way.
But it's hard to make money with free. Stock traders don't make money from free. So they're going to spread their FUD.