Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PERVASIVE SOFTWARE (PVSW) -- Ignore unavailable to you. Want to Upgrade?

To: Susan Saline who wrote (248)	12/10/1999 9:06:00 AM
From: Nice Guy	Read Replies (1) \| Respond to of 529

Susan: While you friend's comments are accurate they also miss the point, namely, that Tango 2000 for Linux is a one-of-a kind application. Stated differently, there are presently no applications for Linux capable of doing what Tango 2000 does. BJ

To: Susan Saline who wrote (248)	12/10/1999 10:53:00 AM
From: Lane Hall-Witt	Read Replies (1) \| Respond to of 529

I agree with your friend that the valuations on a number of Linux stocks have gotten out of hand, although ultimately I guess I think that's irrelevant from a trader's perspective. The only Linux high-flier that I'd consider investing in at this point is CORL -- investing as opposed to trading. CORL has a chance to be the commercial conduit for the platform, even more so in my opinion than RHAT. If they can build a standardized version of Linux and become accountable for the platform, then Linux will have a shot at moving beyond the geeks and into the mainstream. RHAT might be able to do this, too, but it needs to prove itself and build up the goodwill necessary to become a platform vendor. The support of companies such as DELL, SUNW, and IBM is obviously of tremendous importance for the platform, though none of them have yet shown the initiative to try to "go Microsoft" with Linux. I don't understand why ORCL hasn't stepped up and said they'll be the MSFT of the Linux world. Finally, Larry Ellison has a way to get Bill Gates, and he is not moving on it.