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To: johnd who wrote (109)12/24/1999 1:05:00 AM
From: puborectalis  Respond to of 160
 
"While we think there are serious question marks in the business model of each of the Linux providers, we should point out that
the demand for Linux-related shares continues to vastly exceed the available supply. That alone is probably the number one
reason driving valuations for these stocks, and it won't be changing very soon.

Bottom Line:

Even though we have some reservations from a fundamental perspective, Linux valuations may be driven by non-fundamental
factors for some time to come. "