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Technology Stocks : Red Hat Software Inc. (Nasdq-RHAT)
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To: Matthew Wecksell who wrote (140)7/26/1999 2:17:00 AM
From: Norman Stone  Read Replies (1) of 1794
 
All of this geekspeak is amusing, but the fact is that Linux will not gobble marketshare until it brings in the non-geeks.

The Gates gamble is that a company will squander seconds of processor time, gigs of storage and acres of documentation-eyeshare, all for the benefit of owning a commerce-ware solution that enables the non-IT hemisphere of a company to participate in its design.

It is not enough for IT to know what is feasible. It must be able to model its capabilities for the non-IT sector, and that is what the Microsoft model is aiming for: the 'highest level' dialogue of technical feasibility that the non-IT sector can handle, even if it means notching down feasibility itself.

Whether or not his aim is true, Gates' target is correct. Our techneconomy has always needed glue between industry and IT, and Gates has decided to use up cyberspeed and cybercapacity in the production of that glue.

The geek-to-geek market will always be a Sunday morning swap meet. If Red Hat is going to bring something to the big party, it will be consulting, support, and alternatives to the IIS/DCOM/'server-Lego' model of Microsoft. Speed and compactness are easy, but whoever brings "thinkability' to the Linux/Unix commerce-ware possibilities will be the true winner.

Norman Stone
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