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

To: mact who wrote (941)	9/7/1999 7:34:00 PM
From: cgraham	Respond to of 1794

Added value in their partnerships. I'm thinking of getting in. redhat.com Not to mention coming up on 'maturity' date post IPO

To: mact who wrote (941)	9/7/1999 11:00:00 PM
From: Pluvia	Read Replies (1) \| Respond to of 1794

mact, You seem to be so overwhelmed with greed that you missed a few key points... 1. Why will RAT suddenly grow revenue because they're a public company, when they couldn't as a private company? Ya ya - more marketing dollars to work... More likely more dollars spent to produce insignificant increases in revenue. More and bigger losses... MSFT still dominates the battle and always will. 2. RAT is not an inet company, it's a puney lil service company that has insignificant sales trying to take over a market that is already satisfied with existing products, but the real question is... What barrier of entry is there to RAT's biz? You got it - NONE. RHAT will spend millions marketing "Service for Linux" - then mom and pop outfits will put up a yellow page add offering Linux service for less than RAT and BINGO RAT loses 1/2 their biz... The service biz aint a great biz bud. Wake up. So lets review... RAT is a company that couldn't produce squat as a private company but now suddenly guys like you think they'll overwhelm MSFT - ROFL!!! How many times have I heard that lame argument? 2. RAT has no barrier to entry so anyone can compete with them... Back here at Pluvia Securities Research, Where Reality Reins we don't think owning stock in over-hyped companies like RAT is a good idea. Cheers Steve

To: mact who wrote (941)	9/7/1999 11:17:00 PM
From: Pluvia	Read Replies (2) \| Respond to of 1794

Macked, One other thing bud... Don't know where you got the "10-15% of the Linux market belongs to Linux" figure, but that aint even close to being true in the US. Our guys in the biz say they know of no one that uses Linux except guys that would never pay for software anyway. Tiny hacker outfits that never pay for nutt'n... If that's true, that means Linux is taking none of MSFT's biz, it's only getting biz from penny pinchers who don't buy software anyhow... Guys that will NEVER buy service... Sorry to burst your bubble..