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

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To: Pink Minion who wrote (431)8/12/1999 9:26:00 PM
From: Land Shark  Read Replies (3) of 1794
 
Free R&D, huh? You get what you pay for. The reason companies pay for R&D has a reason... That is, they can control determine the shape of the product, it's functionality, Quality etc.,etc.. Linux is out there and has many versions of different flavours... Any company has equal access to it, free... RHAT has no control over the quality, so it can't support it...

Linux may be stable, but, RHAT does not have proprietary control over it. What's so special about what RHAT has? It's very EASY for others to do the same! I simply don't see the justification for current valuations, period. This is overdone.

Regarding IBM involvement: they tried to market OS2 as a multi-tasking, multi-threaded, multi-user stable OS. It, IMO, is as good or superior to NT. Look what happened to it. Does RHAT have the marketing savvy to take on MSFT? This remains to be seen and huge revenue flows are already priced into this.

Look at BEOS, too. Another superior OS. That was a flop as a IPO. I guess it remains to be seen where that one will go.

Mshater, I thought you didn't like hype. Shame on you. I guess hatred of Bill Gates has clouded your judgement. I'm no fan of Billy either. I like Linux and have used it. But, it taking the desktop and server market by storm? Trust me, that will take another decade before it takes a significant toehold. Risk of that not occuring is not built in the price, IMO.
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