Trader J's Inner Circle Message Board

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Strategies & Market Trends : Trader J's Inner Circle

NVDA 180.94

-1.5%

Dec 11 3:59 PM EST

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To: Trader J who wrote (25349)	1/3/2000 8:03:00 PM
From: Wes Stevens	Read Replies (2) of 56535

Jeff, I have real doubts that Linux has made the inroads that people are saying. Even if it does capture a good portion of the server market will rhat make any money? Linux companies are coming out of the woodwork. Ones like SCOC already have a support structure in place. To add Linux will cost them a lot less the the startups like RHAT. The very thing that make people tout it - the fact that it is open - is also what will make it very difficult to make money on selling it. We are only talking about the server market - no one dreams they will take the desktop away from msft. It is just not that big a market. The number of player will cut the margins to the bone. RHAT has a float right now of only 6 million. That is the biggest reason it has run. When the other 62 million share turn loose on Feb. 8th I have a hunch that they will be heading for the door.

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