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Technology Stocks : Red Hat Software Inc. (Nasdq-RHAT)

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To: JP Sullivan who wrote (635)8/16/1999 11:02:00 PM
From: ahhaha  Read Replies (1) of 1794
 
Most people don't know what an OS is much more OSS. You can't sell it to the public like you can an application. IBM and DELL can't create their own just like they can't imitate Windows, since by taking the source and copying it without a licensing, a uniformity of existing version from the version integrator, the UNIX version proliferation phenomenon develops.

These interested parties have to leave it alone and try to pay for it. Paying legitimizes the software in the sense that it recognizes and asserts the OS has value. What is a stable OS worth to hardware? Thirty years ago IBM had a significant advantage when it sold hardware and software in a tight bundle, but the divergence between the two has created chaos. For example, CPQ is hostage to MSFT because the OS has to be bundled, but the bundle isn't created in-house. OS's are too intimate with hardware for them to be treated as shrink-wrap.

The OS can continue to develop in its open architecture, but the development will be a lattice in time rather than a partial ordering. Big companies will chose not to add to the current version because it isn't in their interest to do so. They would shoot themselves in the foot by forming a splinter group. You get evolution rather than revolution and we've had enough of the AAPL-MSFT revolution.
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