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Strategies & Market Trends : Roger's 1998 Short Picks

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To: RockyBalboa who wrote (18356)8/13/1999 8:43:00 AM
From: ynot  Read Replies (1) of 18691
 
RHAT, short
sorry for the delayed response, but i thought it would be better to respond away from RHAT thread

this is why i think RHAT is P&D of grandest proportion, imho
new IPO's tripping over themselves to get to market
fund managers desperate to take profits as inuts downdraughting
RHAT's two products are CDrom and service
RHAT is not LINUX, but one of players
LINUX is small part of OS market, very small
RHAT has no infrastructure to generate revenues much larger than $10m
RHAT will start paying for R&D when 'community' sees IPO profits

this one even goes against the VC rule of having 'patents' before IPO
in Silicon Valley you need a patent to open a bank account :)

RHAT is broken at IPO date
all imho and for entertainment purposes
ynot ;)
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