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Strategies & Market Trends : The New Economy and its Winners

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To: Tom Kearney who wrote (20929)	5/28/2004 5:23:44 PM
From: Lizzie Tudor	Read Replies (2) of 57684

well, I prefer NOVL (Suse) as a business opportunity over RHAT mostly because they are embracing the desktop which is where most of the business is. The problem is that even as a Linux desktop play, capex companies just aren't moving AT ALL. So the stock won't be going anywhere. RHAT is a different play, it is actually a google play on Gmail which is offering any user who signs up an enormous amount of storage etc. Google is RHAT's biggest customer and RHAT actually owns some google stock so RHAT has those reasons to rally. Not many stocks are rallying here and you could be waiting forever for NOVL to move. Ebay and AMZN + RHAT are moving though so if I were you I'd just buy RHAT until something changes. JMO

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