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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: tejek who wrote (82585)12/10/1999 3:50:00 AM
From: Pravin Kamdar  Read Replies (1) | Respond to of 1573130
 
What's wrong with this picture:

VA Linux, on its first day of trading, has a market cap of 10 billion dollars -- double that of AMD. Last quarter they had a loss of $10 million on revenues of $15 million. How can I short this Linux bubble?????? Microsoft could kill the whole thing by adding their own distribution and giving it away for free with all Windows installation CDs.

Or, maybe I'll just pick up a bunce of Borland (or should I say Inprise). They make JBuilder for Linux which everyone and their brother who wants to develop for Linux will run out and buy, and they have only doubled due to Linux mania. They should show real profits from the Linux boom.

Pravin.