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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: SMALL FRY who wrote (75385)	12/14/1999 11:20:00 PM
From: puborectalis	Read Replies (2) \| Respond to of 120523

Don't let the recent selloff in Linux stocks shake you...it is a fait-a-complit........".Open source is a whole other and different interesting drama, but just in terms of technologies, Linux is the biggest thing to happen in the software world since Java. Linux will grow much more quickly in terms of its presence in the business environment than Java did because Linux only requires that you download it, install it, run it on an inexpensive PC and you have a high performance, scalable, robust cycle. This is just perfect right now because people are running around implementing this (often times alongside Java) multi-tier scalable, enterprise, Internet computing with a client server, an application server, a data server. Where Linux is really emerging into the market is between the big-horse Unix servers, and above the NT departmental enterprise servers. So it's pretty easy to deploy and take advantage of, unlike Java. I think it'll spread very broadly, and as such I think it'll be significant in the market. The idea that this whole new paradigm of open source is going to transform the way we do software is, at this point, still a religious issue. For too many years now, vendors delivering value to the market, have claimed that their brand of infrastructure software-printer drivers, operating systems, network tools- had to be bought from the vendor because the vendor really cared about the customer and produced a better product. Principally, it's been there to secure an unbreakable relationship between the vendor and the customer. I think you will see over the next 3, 5, 8 years that increasingly, groupings of infrastructure software will tend to move in the direction of open source tentatively, but I think unstoppably. Linux will be part of that. "

To: SMALL FRY who wrote (75385)	12/14/1999 11:25:00 PM
From: Northern Cougar	Respond to of 120523

Ah Yes SF ... "The FORCE"! Just depends if the FORCE believes the glass is half empty or the glass is half full. Stealth Bear and all... LoL. I think the sell off will occur in early January when profits will be cashed in and taxes deferred for 15 mos. Then the Force will move in, buy it up at bargain prices and then declare that the economy is not overheated and that equities are still the best place to put your money. thereby creating the next surge until end of March or April. JMHO... N.C.