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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: Trader J who wrote (25349)	1/3/2000 7:53:00 PM
From: smchan	Respond to of 56535

Tj: IBM as a Linux play? :-) Seriously, check out ibm.com. IBM is porting more and more of its software to this particular OS. And compared to RedHat, InterBase, etc, IBM's PE is way low. :-) Sam disclaimer: I work for IBM. But I'd rather see the stock price hang down so I can accumulate as much as possible in my employee stock purchase plan!

To: Trader J who wrote (25349)	1/3/2000 8:03:00 PM
From: Wes Stevens	Read Replies (2) \| Respond to of 56535

Jeff, I have real doubts that Linux has made the inroads that people are saying. Even if it does capture a good portion of the server market will rhat make any money? Linux companies are coming out of the woodwork. Ones like SCOC already have a support structure in place. To add Linux will cost them a lot less the the startups like RHAT. The very thing that make people tout it - the fact that it is open - is also what will make it very difficult to make money on selling it. We are only talking about the server market - no one dreams they will take the desktop away from msft. It is just not that big a market. The number of player will cut the margins to the bone. RHAT has a float right now of only 6 million. That is the biggest reason it has run. When the other 62 million share turn loose on Feb. 8th I have a hunch that they will be heading for the door.