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To: Paul Engel who wrote (84465)	6/27/1999 8:00:00 PM
From: Jean M. Gauthier	Read Replies (1) \| Respond to of 186894

Hmmmm... You mean you like Red Hat because they are a pure software play, vs bad, bad hardware ? Bizarre... What the hell do those wusses know about anyway... they cannot even beat the S&P 500 on their best day ! Let me know , if you fell like it, when you make your Red Hat move, probably much after the IPO huh ? Take care Jean

To: Paul Engel who wrote (84465)	6/28/1999 5:21:00 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

RE: "VA Linux builds hardware systems - and our Wussy Wall Street Millionaires currently disdain most companies that make "things" - you know - fear of dirty hands, etc. They prefer companies that deal in intangibles." Hi Paul, During hard times, they just might prefer companies whose employees draw salaries from customer revenues (rather than capital from artificially inflated IPOs with no revenue sources.) Products do generate revenues from customers and that's money in the bank. Having said that, multiple sources of revenue streams can be quite useful and beneficial as long as it doesn't defocus a company too much. My vote is for Red Hat, but not because VA carries a hardware platform (there are successful companies which do sell hardware), but because of the impact of carrying hardware in this particular market space, (if I've read correctly about VA) while trying to sell software too on systems which compete with theirs. Sort of sounds like the former Apple hardware story, not a Palm Pilot hardware story. Amy J