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Technology Stocks : Red Hat Software Inc. (Nasdq-RHAT) -- Ignore unavailable to you. Want to Upgrade?

To: $Mogul who wrote (289)	8/11/1999 5:32:00 PM
From: ynot	Respond to of 1794

what exactly does investment mean? which clients actually pay $ to RHAT, when? you really should think about VC PR's, imho, then do some dd if you are long, good luck as i say, you will help shorts, and quicker than you think, imho ynot ;)

To: $Mogul who wrote (289)	8/11/1999 7:04:00 PM
From: RobbRacer	Read Replies (1) \| Respond to of 1794

I always find it amusing when people are impressed with investments from companies like DELL and Intel into IPO's. What is a good deal for them is not necessarily a good deal for you. What price do you think they got it at? Obviously not 50! not even the IPO price of 14. Thier cost basis is probably in th $2-4 range if that. Companies like Redhat let them in because they know thier association will help them even though they have to give them cheap stock. I actually like the Linux concept and hope Bill Gates does sweat a little. But this is an open platform and Redhat just has their own version of the FREE linux platform. Thier are at least five other companies doing somthing similar with Linux that may actually be better bets but are not public YET! Rhat with 10MM in sales may be worth 3Billion in a couple years, but to say its a good deal now at a 3 Billion market cap is laughable. There are lots of people who would have sold their position today if they could have. But many are not allowed to flip and some didn't even know how many shares they were allocated. If you want to gleem a look into the future look into the past and check out closing prices on the day of IPO versus one month later. Very predictable, Rob

To: $Mogul who wrote (289)	8/11/1999 7:43:00 PM
From: Gerald Walls	Respond to of 1794

HOW MANY LINUX CO'S have INVESTMENTS from INTEL and DELL or a CLIENT LIST LIKE this? Unless I'm mistaken (and I haven't researched this in depth) VA Research, for one. Intel does not usually invest in a company to make a direct profit from that company. They invest to either increase the demand for processors (investing in broadband) or to pressure other companies (i.e. Linux vs. Microsoft) to hurry up with something that will benefit them. Intel had a nice sized investment in XIRC a while back when I lost money in them.