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.

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

To: manny t who wrote (44040)	12/13/1999 1:21:00 PM
From: Bryan	Respond to of 108040

APPRECIATION BY ASSOCIATION I dumped out of DNCC because I saw weakness above $4 and it was a short-term play. Now the talk is that Dunn is hot because they are shipping out servers loaded with LINUX o/s. Another case of appreciation by association. This makes me wonder about other small-cap computer service companies like SOCT and GTSI, and the possibility that LINUX will really take off based on the cost-savings that users can realize relative to using WIN9x or NT. Does anyone think that there exists the possibility that Government agencies will actually utilize LINUX going forward? If so, then will companies like DNCC dunncomputer.com and GTSIhttp://www.gtsi.com/ actually benefit from this LINUX craze? I find it tough [although intriguing] to imagine what sort of profitability a supplier can realize from offering network/computing solutions with LINUX o/s as opposed to the old standard. Any opinions? Or are we too busy playing the momos today? B