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To: sandintoes who wrote (18762)2/2/2001 10:50:30 PM
From: Walkingshadow  Read Replies (1) | Respond to of 19374
 
FA = fundamental analysis

WS



To: sandintoes who wrote (18762)2/2/2001 11:03:47 PM
From: Walkingshadow  Read Replies (1) | Respond to of 19374
 
BTW, with regards to LNUX, this chart gives a little different perspective:

askresearch.com

The stock is currently trading AT book value (Donna is smiling, you can be sure <ggg>), and two times sales.

In other words, it has been hammered, and the stock price essentially reflects the market's expectation that the company will never make a profit, and so is only worth what the stuff it owns is worth.

Interestingly, the last several months volume has gradually increased, and the stock still draws enough attention fro the Street to generate a daily volume of 1.5 million or more.

I'm not saying it will never make a profit. But if earnings increase, you can bet the company will very likely be re-valued by the market. At this point, it is undervalued by anybody's yardstick.

It is hard for me to imagine how LNUX could go much lower. But that alone doesn't necessarily make it a buy. As Doug suggests, this is the sort of situation where delving into the fundamentals/story/products/management/business model etc. in some detail may be helpful.

WS



To: sandintoes who wrote (18762)2/3/2001 2:57:10 AM
From: DOUG H  Read Replies (1) | Respond to of 19374
 
Sandi, I did'nt mean to imply you're holding a dog! While it flunked the overhead 50 DMA test, you can see in this chart how the ascending 10 DMA provided support and thwe stock's candle is nearly bullish (in the face of today's selling). It really depends on why your holding the stock. IOW, long term or short term.

askresearch.com

Then there's this from Jan 31.

Dell, Oracle to team in Linux deal
By Mike Tarsala, CBS.MarketWatch.com
Last Update: 4:41 PM ET Jan 31, 2001

NEW YORK (CBS.MW) - Dell Computer and database software maker Oracle Corp. announced Wednesday a plan to bring Oracle's flagship software to Linux-based machines.
Dell (DELL: news, msgs) and Oracle (ORCL: news, msgs) plan to make Intel-based Dell servers work with Oracle software running with the freely available Linux operating system. The companies made their announcement from the LinuxWorld Expo and Conference in New York.

The new Linux plan carries a yet-specified price tag.

Under the initiative, the companies plan to build a lab by the end of May at Dell's corporate campus where customers can test hardware and software. The lab is meant to ensure that third-party Linux software will work with Dell servers, Dell storage products, and Oracle's upcoming 9i database.

Separately, both companies made other Linux-related announcements. Dell made available its OpenManager server management software for Linux. The company also offered its Borland Kylix-brand developer software that can be used to build desktop, database and Web server applications using Linux.

Oracle, for its part, started to offer a free sample of its Oracle 9i application server software that works with Linux. It also made available other types of development software.

Dell shares lost $1.94, or 7 percent, to close at $26.19 Wednesday. Oracle shares lost $1.13 to close at $29.19.

The broader Linux sector made notable gains. Shares of VA Linux (LNUX: news, msgs) rose 75 cents, or 8 percent, to $10.38 while RedHat (RHAT: news, msgs) rose 31 cents, or 4 percent, to $9.34. Caldera Systems (CALD: news, msgs) surged 50 cents, or 15 percent, to close at $3.81.