Just surfin' ...
Linux grew 212% last year. That's tripling every year. They've got 17% of the server market and 99% of the world has never heard of it.
"The network is the computer" says it all. And McNealy had the vision in 1988 or something like that.
Watch for the next LinuxWorld in August. If there were 6,000 people at LinuxWorld this month there will be 15,000 there in August.
linuxworldexpo.com
Keep an eye on Wired, SmartMoney, Barron's, Business Week, Red Herring, Briefing.com, Slashdot, WSJ Interactive, Linux Mall, Micro Design Resources ...
wired.com
smartmoney.com
slashdot.org (News for Nerds)
linuxmall.com
mdronline.com
Some things are given. The move from 8 inch to 12 inch wafers is a given. It's more economical to produce more chips per wafer. Given. Who sells semiconductor equipment? AMAT.
Nine out of ten chips don't go into PCs. Line widths are going down ... down ... down. Given. Who sells semiconductor equipment? AMAT.
The battle between open and proprietary. Open wins every time in the long run. Given. SUNW.
Data grows exponentially. Given. ORCL (I don't own it.)
Data grows exponentially. Storage. Given. EMC, DELL, SUNW.
Video/Multimedia/CAD storage requirements will grow. Given. IFMX.
MSFT can't write software. Active Directory won't be in shrinkwrap for another year. When it does it will only handle 10 million objects vs. NOVL's 500 million (and counting). Given. NDS ... NOVL. Bank on it.
There are no requirements to be a journalist or an analyst. Most have it wrong most of the time. Given.
Finally keep an eye on the Ratbert Index:
unitedmedia.com
It gives you an idea how companies "in the crosshairs of MSFT, ORCL ..." are doing.
Rusty will have fun. Given. This is d@mn fun. |
