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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Wes Stevens who wrote (17198)	4/19/2001 11:56:46 AM
From: DebtBomb	Read Replies (1) \| Respond to of 37746

MUSE chairman will be on CNBC powerlunch, should be interesting.

To: Wes Stevens who wrote (17198)	4/19/2001 11:57:51 AM
From: besttrader	Respond to of 37746

I second the motion.

To: Wes Stevens who wrote (17198)	4/19/2001 11:59:25 AM
From: Dave Gore	Respond to of 37746

WES, FYI - CUSTOMER WINS / MAJOR DEALS for RHAT Wes, you said that no major customers are interested in Linux? Here ya go....BTW, I am sure others are getting bored by this, but again you are stating YOUR opinion....I am looking at fact and performance. - Nortel is implementing Open Source Java solutions for the Power PC architecture for deployment in Nortel products. - Deutsche Telekom is focusing Red Hat Linux on web-based applications - Lufthansa Airplus is using Red Hat Linux in business travel management and ePayment and customer care solutions - Dresdner Bank is implementing Red Hat Linux on web servers for internal use, in its department servers, and as a development platform - Symbol Technologies, which has more than 50% world market share in key and pen-based mobile computing, is working with Red Hat to deploy wireless devices based on Red Hat Embedded Linux - Mentor Graphics is using the Red Hat GNUPro tools across multiple operation systems for the development and deployment of their software products - Morpho Technologies is working with Red Hat to deploy GNUPro tools and Red Hat software technologies for Morpho's semiconductor processor platforms - Hitachi continues to work with Red Hat to deploy Red Hat GNUPro and Embedded Linux for Hitachi SH processors that are used in all types of embedded applications - GE Corporate Research is migrating their development workstations to Linux, replacing Sun Solaris platforms - LSI Logic is porting its SCSI products to Red Hat Linux, and working with Red Hat to allow LSI a faster time to market for Linux-based products - Ubicom Joined forces with Red Hat to support Device Networking Designers; Red Hat GNUPro Development Environment will run on Ubicom IP2000 internet processors. - Red Hat announced that Daiei Information Systems of Japan has chosen Red Hat to provide a comprehensive system of end-to-end open source solutions for the company and its subsidiaries and customers. - Announced that Rymic Systems has chosen Red Hat's uClinux as the operating system for a prototypical vehicle monitoring device soon to be tested by the United States Army. The embedded device will be incorporated in the Bradley fighting vehicles, heavy expanded mobility tactical trucks and humvees. - Keio University will build a large-scale campus network server system using Red Hat Linux 7 and IBM Netfinity 4500R server, from Japan IBM Corporation. This server network system will also adopt the new IBM eServer xSeries network servers from IBM Japan. ACQUISITIONS - Acquired Planning Technologies Inc, and Atlanta professional consulting service company, for $47 million in stock, adding to Red Hat's global capabilities for end-to-end open source solutions. - Acquired Akopia of Reston, Virginia, integrating Akopia's popular Interchange e-commerce platform into Red Hat's solutions portfolio, which now includes Interchange, the Stronghold Secure Web Server, and CCVS e-commerce payment system for a comprehensive e-commerce solution stack.

To: Wes Stevens who wrote (17198)	4/19/2001 12:02:06 PM
From: Dave Gore	Read Replies (1) \| Respond to of 37746

"WSJ reports that the Linux operating system continues to gain acceptance in the corporate community. According to article, Linux garnered a 27% share of operating system software for computer servers sold last yr (compared to 41% for Window 2001), up from 24% in 1999 and 17% in 1998. An IDC survey found that 20% of corporations were using Linux in some fashion... Stocks to watch: RHAT, LNUX, CALD." ALL - Just to be clear, I am not necessarily saying it's a good idea to buy RHAT here (and at most, I would average into it), just watch it in case it gets some serious momentum buying over the next few days or weeks....the Markets may need to pullback here first. Hard to say whether we are going rapidly to 2500 or 3000 over the next 2-4 months or whether we need to pullback to 1800 -2000 first.