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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: TTOSBT who wrote (4108)1/23/2000 9:21:00 AM
From: Big Dog   of 5102
 
"In conclusion the bulk of IBM's earnings these days are from servicing. RHAT is a servicing Linux company. INPR licenses the software tools to service Linux among other platforms. I think there is a bit more than just speculation to this Linux inflection point. Inprise's stock price has tripled since they have pushed into Linux I'd say it is time to take more than a speculative look at Linux unless of course you are MSFT,ORCL,SUNW then you might be looking for a way to make it look like the PC did next to mainframes when it first starting getting attention. Well we all know what the final results of that strategy was! The PC may not have killed the mainframe but it certainly foretold of it's diminishment.

I think Linux is to the internet what the PC was to computer networking (LAN/WAN)."

TTOBST: Very impressive analysis. Good job!!
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