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To: Lizzie Tudor who wrote (83303)	11/6/1999 11:26:00 AM
From: Olu Emuleomo	Read Replies (1) \| Respond to of 164684

>>>I still have some cash and am trying to figure out where to go with it... <<< EXDS and VERT look very attractive... --Olu E.

To: Lizzie Tudor who wrote (83303)	11/6/1999 11:34:00 AM
From: Robert Rose	Respond to of 164684

Lizzie, they talk about the Linux stocks (rhat and cobt) as benefiting as well. I'm still a little sceptical of cobt LT, as the market for preconfigured Linux boxes is estimated to be only 500M in 2002. Moreover, cobt faces a lot of potential competition from the likes of sunw, hp, etc. It's really not that hard to preconfigure and ship a Linux box. Kind of a commodity item, I would imagine. If it's all about support and service, as they say, then sunw and hp are not competitors to sneeze at. Plus, they have enormous established customer bases. However, that doesn't mean that cobt won't go higher ST, given the msft ruling and the current Linux mania....

To: Lizzie Tudor who wrote (83303)	11/6/1999 12:01:00 PM
From: Robert Rose	Respond to of 164684

Lizzie, they talk about the Linux stocks (rhat and cobt) as benefiting as well. I'm still a little sceptical of cobt LT, as the market for preconfigured Linux boxes is estimated to be only 500M in 2002. Moreover, cobt faces a lot of potential competition from the likes of sunw, hp, etc. It's really not that hard to preconfigure and ship a Linux box. Kind of a commodity item, I would imagine. If it's all about support and service, as they say, then sunw and hp are not competitors to sneeze at. Plus, they have enormous established customer bases. However, that doesn't mean that cobt won't go higher ST, given the msft ruling and the current Linux mania....