How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 486.98

-1.4%

3:59 PM EST

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To: John F. Dowd who wrote (20148)	4/9/1999 12:53:00 PM
From: RTev	Read Replies (1) of 74651

I am not selling MSFT for a position in Red Hat. Neither am I since Red Hat is a privately held company. The only folks who can take a position in it are the big companies like Intel, Dell, Netscape/AOL, and the many others who have invested in it. If it were a public company, I'd take a serious look at it as a small part of a portfolio. It seems to be a well-run company. Even though it's just one of several vendors selling Linux distributions, Red Hat has managed to garner the mass of high-profile box-maker contracts. They even have an edge in low-cost distributions. A glance through the shelves at Borders the other day showed four or five How-to books with Red Hat's distribution included and just one with a competitor's -- Debian. Red Hat's a niche market. Buying a niche player in contrast to a diversified company like Microsoft is always a bit more risky. But as RNWK has shown in the past week, it can sometimes be rewarding as well.

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