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Technology Stocks : Corel - Investors with no Humor

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To: A. Reader who wrote (835)11/8/1998 8:04:00 AM
From: A. Reader  Read Replies (1) of 1094
 
Linux OS Competitive Analysis
....This memorandum was clearly written as the followup to the one on Open Source which I have previously annotated as the 'Halloween Document' (now Halloween I; you should browse it first). Halloween II was leaked to me by a former Microsoft employee 3 Nov 1998, three days after I published Halloween I, apparently as a direct result of the national press coverage that received.

It tells us much less about Microsoft's intentions and strategy than Halloween I. On the other hand, it is more directly useful to operating-system customers trying to evaluate Microsoft's credibility vis-a-vis that of Linux vendors.

In this context, the author's extremely positive evaluation of Linux's market share, performance, reliability, and viability in the server role is very interesting -- and completely the opposite of Microsoft's dismissive public statements to date.

opensource.org
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