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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: Jenna who wrote (100188)	6/1/2000 2:56:00 PM
From: puborectalis	Respond to of 120523

LNUX will move after Lockup expires on June 6...also...Linux Still A Force Despite Windows 2000 Jun 01, 2000 (Tech Web - CMP via COMTEX) -- Linux, which saw a boost in customers last year as Microsoft kept delaying the Windows 2000 launch, seems to be holding its own four months after the Microsoft operating system shipped. Some observers, including GartnerGroup analysts, questioned whether Linux would fade after Windows 2000 finally hit the streets. With the stocks of major Linux vendors like Red Hat (stock: RHAT), Caldera Systems (stock: CALD), and VA Linux Systems (stock: LNUX) trading at close to their all-time lows, one wonders whether the bloom is off the free open-source operating system. It's too early for hard numbers comparing Linux sales before and after the launch of Microsoft's (stock: MSFT) Windows 2000 in February. The few figures available are suspect because Linux is distributed in many ways. But those watching Linux deployment say its customer base is growing -- especially on the server side, in the area of network computing, and on non-PC devices. One place Linux hasn't broken much ground, however, is on the desktop, where Windows reigns supreme. "It's a mixed bag," said David Throwbridge, senior analyst for Survey.com, which reviewed the Linux market in April. "We saw a definite strength in the largest companies for Microsoft because they made their infrastructure decisions. Farther down, there's much less devotion to Microsoft." George Weiss, research director at GartnerGroup, said large organizations are still evaluating Windows 2000 and not spending the time to look at Linux as an alternative. Both analysts said Linux is far from infiltrating the desktop in large organizations. But Linux is moving onto servers, where IT managers who favor Unix see it as a cheaper alternative. In fact, on servers, Linux seems to be cutting into Unix more than Windows, they said. "It becomes a low-cost opportunity to Unix first and challenger to Windows second," said Rob Enderle, desktop analyst at Giga Information Group. Added Weiss: "In the server market, as we look out four or five years, it's no longer a cut-and-dried type of market segmentation in which Windows captures 'x' percent and Unix 'x' percent. We're getting a more granular or fragmented server market that will change the dynamics of operating system deployment. "A single all-encompassing server OS environment will not exist, which then will diminish the overall stature of Windows, even Windows 2000, in that kind of environment," Weiss said. Unix vendors such as SCO (stock: SCOC) and Silicon Graphics (stock: SGI) will add Linux to their lineup, segmenting their offerings to sell high-end Unix systems and lower end Linux systems, he said. Oracle (stock: ORCL) and IBM (stock: IBM) already have introduced Linux versions of their popular database software. Off the PC desktop, Linux appears to have an even greater opportunity of competing with Windows and any other operating system. Linux already runs TiVo, a set-top television box that allows you to pause, fast-forward, and rewind through television shows in real time. But users aren't aware it's Linux. As long as customers have the applications they like, it won't matter whether it's Linux, Windows or something else running in the background, Enderle said. Cynthia Flash covers technology from Bellevue, Wash. Reach her at cynthia@flashmediaservices.com. http://www.techweb.com Copyright (C) 2000 CMP Media Inc.

To: Jenna who wrote (100188)	6/1/2000 3:05:00 PM
From: Jenna	Read Replies (3) \| Respond to of 120523

Short plays: CMVT is just a profit taking selloff here, I'll probably be covering at the close. CMVT is a great company but its really gotten ahead of itself in the last 5 trading sessions. NEWP I haven't decided, I'm ahead over 2 points in NEWP short and will probably stick it out overnight. ARTG probably hold that as well unless I start to go into the minus column.