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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 9:43:00 PM
From: RobbRacer  Read Replies (1) of 1794
 
Winston,
Very good point about IBM and Dell just doing there own Linux thing if they choose. Regardless of the 10 point drop today this thing is still at a market cap of 5 BILLION dollars!! Its just so silly. I had a couple people PM me about playing SCOC as a smart Linux play. They own 25% of Caldera which isn't public yet and just as big as RHAT. 214MM in revenues and a market cap of only 270MM. Makes alot of sense if you like Linux.

I still laugh when people compare this to RBAK. That float is less than half, lower market cap at 200, and much higher sales and growth rate. I don't even understand why people compare it. Its like saying a 99 Expedition should go just as fast as that 99 Porsche. Why? Because they are both 99's. Dosn't make sense.

I cannot predict the price of RHAT tommorow and don't claim to. But I can say that in 2 weeks it will be much lower. Risk/Reward on the long side just not there.

Rob
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