Greg,
Thanks for the response. I thought I read somewhere that a 133mhz processor running on Linux could perform tasks as fast as a Pentium 3 running on Windows. I gather this is not your experience. I never intended to imply that MRV routers were using Red Hat software. I was just citing that as an example of the increasing use of Linux.
A couple of weeks ago (at least), I ordered the Gaskins report on Linux. It was originally promised to be delivered on Sept. 10. I E-mailed him yesterday asking where it was and got the following reply. I thought you guys might be interested in knowing what was going to be in it. It costs $199.
Bob
We hope to finish it over the weekend.
I contracted a lot of work out the the folks at Bynari.com
because they are from the industry, and
am looking for their final input over the weekend.
When the report is finished I will email it to you.
Here's the report's outline.
-------------------------------------
Red Hat & Linux Report
Objective
Be the leading Red Hat & Linux research report
By identifying and ranking the top xx public and yy private
companies in the Linux space
Through consultation & input with industry insiders.
Executive Summary
. The Linux market
. Red Hat overview
. Market tends which impact Red Hat
. Who is Red Hat?s primary competition?
. Where is Red Hat vulnerable?
. Can Red Hat dominate?
Methodology
1. Identify the top 23 public and 14 private companies in the Linux
space
2. Segment companies by Products/services categories, including
. Hardware
. Hardware & proprietary software
. Software ? tools & applications
. Professional services
. Portals
3. Segment companies by Markets, including
. Telcos & ISPs
. Web services
. Software developers ? tools and applications
. Enterprises
. Professional services
4. Estimate % business focus on Linux, by company
5. Estimate overall ability to impact Red Hat, by company
6. Assemble research database, sort and provide investment insights
Observations
Linux focus ? which companies are most focused on Linux?
. Ranked by % focus on Linux
. Organized by product/service segment, then impact on Red Hat
. Organized by primary market segment, then % focus on Linux market
Impact ? which companies impact Red Hat the most?
. Ranked by impact on Red Hat
. Organized by product/service segment, then impact on Red Hat
. Organized by primary market segment, then impact on Red Hat
Product/service ? who are the leaders by product/service segment?
. Hardware
. Hardware & proprietary software
. Software ? tools & applications
. Professional services
. Portals
Market ? who are the leaders by market segment?
. Telcos & ISPs
. Web services
. Software developers ? tools and applications
. Enterprises
. Professional services
Market cap ? who are the 800 pound gorillas?
. Ranked by market cap
. Organized by product/service, then market cap
. Organized by market, then market cap
Overall company rating relative to Linux focus
oRanked by total score
o Ranked by score within rated category
. Management
. Market growth
. Market domination
. Proprietary
Red Hat Financial analysis
Investment insights
Exhibits
------------------------
Best,
Francis |
