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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Road Walker who wrote (98597)	2/9/2000 11:11:00 AM
From: GVTucker	Read Replies (1) of 186894

John, RE: Now the key question: if Linux is going to grow it's market share, where do you invest to profit from it's growth. Red Hat and VA are obvious, but if Microsoft were to come into the Linux picture, I don't think I would want to be holding a competitor. Actually, given that no one owns Linux, it may be that you cannot directly profit from its growth, at least outside of LNUX or RHAT. And given the current market cap of those two companies, I wouldn't be a buyer right now in those two, either. IMO, the real answer right now (the best way to profit from Linux) is to avoid owning MSFT.

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