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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?


To: mogo who wrote (2471)8/14/1999 1:58:00 AM
From: steve harmon - analyst  Read Replies (2) | Respond to of 4337
 
rhat - as much as i am a believer in the quality of the product, the real value add, i always wonder how long any company can compete against microsoft and win...apple, netscape come to mind in the OS wars

red hat's network OS has some key advantages vs. microsoft nt but it also is 'convenienceware' since linux is a free product

when dell or hp installs more red hat linux on corporate servers i'll be a fan of red hat linux

until then the battle looks large and long, and more importantly, redh valuation looks way out of whack given its revenue base