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


To: $Mogul who wrote (417)8/12/1999 6:44:00 PM
From: LarryR  Respond to of 1794
 
Here is my prediction for tomorrow - RHAT will have an initial rally to 80 maybe 85 and then drop back to around 60 on sell off. Next week I think we will see very slow rise back to 80.

No way would I short this thing yet - it has too much afterglow going. Once other Linux companies start IPOing I think we'll see leveling out of this stock to the 40-50 range. I'd short it at the end of next week if I could.
Again, my humble opinion. I'm happy becuase I called it exactly yesterday and today - but that was dumb luck I'm sure :)

Larry



To: $Mogul who wrote (417)8/13/1999 6:54:00 PM
From: Sunny  Respond to of 1794
 
Very good point. However, there are some very fundamental differences with MSFT. IF, RHAT is just service and not an operating system company, so that they control the technology There is a miniscule chance they will become a gorilla, like microsoft.

MSFT, CSCO and INTC dominate the market because they control the technology and the cost of switching to another competing technology is high.

Sunny



To: $Mogul who wrote (417)8/14/1999 1:51:00 PM
From: art slott  Read Replies (1) | Respond to of 1794
 
"MS fall has already begun."
Very interesting interview with Linux guru.

zdnet.com