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

To: JP Sullivan who wrote (635)	8/16/1999 9:43:00 PM
From: JRH	Read Replies (1) \| Respond to of 1794

Why would IBM or DELL want to bundle RedHat's product This shouldn't be a hypothetical question, becauase they already bundle RHAT's product... How about a little Linux humor to lighten things up around here ;o) ?? IF OPERATING SYSTEMS RAN THE AIRLINES _______________________________________ UNIX Airways Everyone brings one piece of the plane along when they come to the airport. They all go out on the runway and put the plane together piece by piece, arguing non-stop about what kind of plane they are supposed to be building. Air DOS Everybody pushes the airplane until it glides, then they jump on and let the plane coast until it hits the ground again. Then they push again, jump on again, and so on ... Mac Airlines All the stewards, captains, baggage handlers, and ticket agents look and act exactly the same. Every time you ask questions about details, you are gently but firmly told that you don't need to know, don't want to know, and everything will be done for you without your ever having to know, so just shut up. Windows Air The terminal is pretty and colorful, with friendly stewards, easy baggage check and boarding, and a smooth take-off. After about 10 minutes in the air, the plane explodes with no warning whatsoever. Windows NT Air Just like Windows Air, but costs more, uses much bigger planes, and takes out all the other aircraft within a 40-mile radius when it explodes. Linux Air Disgruntled employees of all the other OS airlines decide to start their own airline. They build the planes, ticket counters, and pave the runways themselves. They charge a small fee to cover the cost of printing the ticket, but you can also download and print the ticket yourself. When you board the plane, you are given a seat, four bolts, a wrench and a copy of the seat-HOWTO.html. Once settled, the fully adjustable seat is very comfortable, the plan leaves and arrives on time without a single problem, the in-flight meal is wonderful. You try to tell customers of the other airlines about the great trip, but all they can say is, "You had to do what with the seat?"

To: JP Sullivan who wrote (635)	8/16/1999 9:43:00 PM
From: RobbRacer	Read Replies (1) \| Respond to of 1794

Winston, Very good point about IBM and Dell just doing there own Linux thing if they choose. Regardless of the 10 point drop today this thing is still at a market cap of 5 BILLION dollars!! Its just so silly. I had a couple people PM me about playing SCOC as a smart Linux play. They own 25% of Caldera which isn't public yet and just as big as RHAT. 214MM in revenues and a market cap of only 270MM. Makes alot of sense if you like Linux. I still laugh when people compare this to RBAK. That float is less than half, lower market cap at 200, and much higher sales and growth rate. I don't even understand why people compare it. Its like saying a 99 Expedition should go just as fast as that 99 Porsche. Why? Because they are both 99's. Dosn't make sense. I cannot predict the price of RHAT tommorow and don't claim to. But I can say that in 2 weeks it will be much lower. Risk/Reward on the long side just not there. Rob

To: JP Sullivan who wrote (635)	8/16/1999 11:02:00 PM
From: ahhaha	Read Replies (1) \| Respond to of 1794

Most people don't know what an OS is much more OSS. You can't sell it to the public like you can an application. IBM and DELL can't create their own just like they can't imitate Windows, since by taking the source and copying it without a licensing, a uniformity of existing version from the version integrator, the UNIX version proliferation phenomenon develops. These interested parties have to leave it alone and try to pay for it. Paying legitimizes the software in the sense that it recognizes and asserts the OS has value. What is a stable OS worth to hardware? Thirty years ago IBM had a significant advantage when it sold hardware and software in a tight bundle, but the divergence between the two has created chaos. For example, CPQ is hostage to MSFT because the OS has to be bundled, but the bundle isn't created in-house. OS's are too intimate with hardware for them to be treated as shrink-wrap. The OS can continue to develop in its open architecture, but the development will be a lattice in time rather than a partial ordering. Big companies will chose not to add to the current version because it isn't in their interest to do so. They would shoot themselves in the foot by forming a splinter group. You get evolution rather than revolution and we've had enough of the AAPL-MSFT revolution.