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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: xbrent who wrote (38546)	12/5/1999 8:34:00 PM
From: Jack Hartmann	Respond to of 108040

Xbrent, well written. Comparing other ACOM competitors, NTPL upside is a double or more, down side is to go down to $5 in the short term. Not too bad in the risk/reward analysis. Jack

To: xbrent who wrote (38546)	12/5/1999 8:38:00 PM
From: DO$Kapital	Read Replies (1) \| Respond to of 108040

MO here...ISO of best sympathy play this week for the debut of LNUX: Any suggestions out there? VA LINUX Systems....description: We are a leading provider of Linux-based solutions, integrating systems, software and services. Linux has emerged as one of the most popular operating systems used by companies deploying or expanding their Internet infrastructures. The use of the Internet to communicate and conduct business is increasing rapidly. According to International Data Corporation, the number of worldwide Internet users is expected to grow from 159 million in 1998 to 510 million in 2003. Because of this rapid growth, companies doing business on the Internet require enterprise computing environments to be scalable, reliable and cost effective. Linux offers businesses seeking to rapidly establish or significantly expand their Internet presence a solution that is generally more reliable and scalable than proprietary software solutions and often costs less. Linux is gaining market share quickly. A March 1999 International Data Corporation report estimated that, in 1998, Linux compact disc units sold represented 14.7% of all new server operating system license units sold worldwide. According to an April 1999 survey conducted by the Internet Operating System Counter, Linux ran on approximately 31% of the Internet servers polled, more than any other single operating system. As an open source operating system, the source code for Linux is available to the user. As a result, Linux is being rapidly customized for a wide range of functions and applications. This customizability poses a challenge for traditional business models that separate systems providers from software expertise providers. We believe successful Linux vendors must combine in-depth knowledge of Linux and other open source software with system design expertise and close ties with the open source developer community in order to maximize the benefits of Linux for customers. We offer a single point of contact for all Linux-based product, service and support needs. Our broad-based technical expertise in system and software design enables us to provide high-quality Linux-based solutions. A majority of our systems are sold to customers deploying or expanding Internet infrastructure environments. Our largest customers in fiscal 1999 included Akamai Technologies, Inc., eToys Inc., StarMedia Network, Inc. and 24/7 Media, Inc.