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

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To: BenYeung who wrote (145)7/20/1999 7:41:00 PM
From: Jerry Whlan  Read Replies (1) of 1794
 
I don't like VA Research (or is it VA Linux now?) for the simple reason that their hardware is a commodity (intel) and their OS is a commodity (Linux). All it takes is one of the big boys like Compaq, Dell, IBM or HP to start selling Linux pre-installed on their full range of Intel-based boxes and VA is reduced to competing on price.
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