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Technology Stocks : Applix is back in action -- Ignore unavailable to you. Want to Upgrade?

To: Greg Jung who wrote (2844)	9/24/1999 8:32:00 PM
From: Robert G. Harrell	Read Replies (1) \| Respond to of 3014

Greg, Thanks for the response. I thought I read somewhere that a 133mhz processor running on Linux could perform tasks as fast as a Pentium 3 running on Windows. I gather this is not your experience. I never intended to imply that MRV routers were using Red Hat software. I was just citing that as an example of the increasing use of Linux. A couple of weeks ago (at least), I ordered the Gaskins report on Linux. It was originally promised to be delivered on Sept. 10. I E-mailed him yesterday asking where it was and got the following reply. I thought you guys might be interested in knowing what was going to be in it. It costs $199. Bob We hope to finish it over the weekend. I contracted a lot of work out the the folks at Bynari.com because they are from the industry, and am looking for their final input over the weekend. When the report is finished I will email it to you. Here's the report's outline. ------------------------------------- Red Hat & Linux Report Objective Be the leading Red Hat & Linux research report By identifying and ranking the top xx public and yy private companies in the Linux space Through consultation & input with industry insiders. Executive Summary . The Linux market . Red Hat overview . Market tends which impact Red Hat . Who is Red Hat?s primary competition? . Where is Red Hat vulnerable? . Can Red Hat dominate? Methodology 1. Identify the top 23 public and 14 private companies in the Linux space 2. Segment companies by Products/services categories, including . Hardware . Hardware & proprietary software . Software ? tools & applications . Professional services . Portals 3. Segment companies by Markets, including . Telcos & ISPs . Web services . Software developers ? tools and applications . Enterprises . Professional services 4. Estimate % business focus on Linux, by company 5. Estimate overall ability to impact Red Hat, by company 6. Assemble research database, sort and provide investment insights Observations Linux focus ? which companies are most focused on Linux? . Ranked by % focus on Linux . Organized by product/service segment, then impact on Red Hat . Organized by primary market segment, then % focus on Linux market Impact ? which companies impact Red Hat the most? . Ranked by impact on Red Hat . Organized by product/service segment, then impact on Red Hat . Organized by primary market segment, then impact on Red Hat Product/service ? who are the leaders by product/service segment? . Hardware . Hardware & proprietary software . Software ? tools & applications . Professional services . Portals Market ? who are the leaders by market segment? . Telcos & ISPs . Web services . Software developers ? tools and applications . Enterprises . Professional services Market cap ? who are the 800 pound gorillas? . Ranked by market cap . Organized by product/service, then market cap . Organized by market, then market cap Overall company rating relative to Linux focus oRanked by total score o Ranked by score within rated category . Management . Market growth . Market domination . Proprietary Red Hat Financial analysis Investment insights Exhibits ------------------------ Best, Francis