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

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To: Dragonfly who wrote (1124)9/9/1999 6:49:00 PM
From: Eric Wells  Read Replies (1) of 1794
 
Dragonfly - thanks for your message.

>>But the reality is that its sales are not at the
>>same level as its perception of penetration.

My original comment that NT is a success is based on the following facts: Over 4 million units of NT server have been sold to date - the product was first released around 1994 (not ten years ago as you state). NT workstation sold 37 million units last year alone. Total revenue for all Windows products in FY99 was over $8 billion - NT made up $1-2 billion of this. I would classify this as "successful".

>>I think that you don't fully understand how an
>>open source project works

You are right, I have never participated in an open source project - and unfortunately, I won't have time to do so any time soon (too busy with other projects). My experience has taught me that projects that go across companies are generally more difficult - this is especially true when people are working for free.

>>name a single software developer who loves
>>microsoft who's got a choice.

I know many entrepreneurs, myself included, that have made quite a bit of money by being aligned with Microsoft. And in fact, there are thousands of companies that have been created because of Microsoft - and many people who have attained wealth through these companies. I believe that many of these people like Microsoft and are quite happy with the company.

>>From the CIO perspective, NT is not stable

I have talked to quite a few CIOs over the past four years, and I have never heard one of them state that NT is not stable. Have you heard this feedback directly from CIOs?

>>Microsoft will NOT take responsibility when things go
>>wrong. Certainly not in my experience.

My experience differs. I have seen Microsoft step up to the plate on many occasions to solve problems with corporate customers.

Thanks,
-Eric
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