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To: Road Walker who wrote (98597)	2/9/2000 11:11:00 AM
From: GVTucker	Read Replies (1) \| Respond to of 186894

John, RE: Now the key question: if Linux is going to grow it's market share, where do you invest to profit from it's growth. Red Hat and VA are obvious, but if Microsoft were to come into the Linux picture, I don't think I would want to be holding a competitor. Actually, given that no one owns Linux, it may be that you cannot directly profit from its growth, at least outside of LNUX or RHAT. And given the current market cap of those two companies, I wouldn't be a buyer right now in those two, either. IMO, the real answer right now (the best way to profit from Linux) is to avoid owning MSFT.

To: Road Walker who wrote (98597)	2/9/2000 11:14:00 AM
From: Amy J	Respond to of 186894

RE: "if Linux is going to grow it's market share, where do you invest to profit from it's growth. Red Hat" You already are: Intel (Linux on Itanium). I agree Red Hat has a very good product. RE: "but if Microsoft were to come into the Linux picture, I don't think I would want to be holding a competitor." MS doesn't have two spreadsheet programs, so I doubt they need to own two competing OS's. When I said MS was the largest Mac development house, the underlying reason is actually due to Mac Applications (not systems) - sorry, I thought that was obvious. You and I don't want to start any (false) rumors. I do not think MS would distribute a Linux OS. When I asked, what stops MS from being the largest Linux development house, I was thinking about this from a similar standpoint as the Mac example, i.e. applications. (The answer IMHO is the market is way too small right now, and Linux hasn't made a dent in the consumer market, unlike what the former Mac did) RE: "Any ideas?" I'd take a look at Red Hat. GV would know this better than me, but why not take a look at the market cap, and then take a look at the market size of the Server OS market and play around with %s. One of the research firms would have the estimated projections of the penetration of Linux into the Server market (maybe Dataquest). What are Red Hat's GM%s? (I'm hoping Nihil notices my more stringent adherence to GM%s) Amy J