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Technology Stocks : INPR - Inprise to Borland (BORL)

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To: David R who wrote (4664)2/25/2000 9:54:00 PM
From: Jerry Whlan  Read Replies (2) of 5102
 
Why linux, why now?

Unix has experienced more than 20 years of vendor squabbling, limited (expensive) hardware support and crazy pricing. Linux takes care of all three of those problems, it is multi-vendor (SGI, HP, IBM, Dell (yes, Dell used to have their own unix), Compaq/DEC and even SCO), it runs on commodity hardware and pricing is almost as low as you can get. These three factors are combining to make linux very attractive in the market.

Sure, MSFT is entrenched and is trying to leverage that entrenchment into all kinds of things near and far (dreamworks SKG, anyone?) But the strengths of low pricing and de-facto standardization that brought them marketshare are no longer uniquely their's. Entrenchment and inertia are all they have left because they can no longer compete on price, and they never could compete on efficiency and reliability.
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