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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Bill Fischofer who wrote (63201)	11/21/2001 5:57:04 AM
From: dybdahl	Respond to of 74651

I don't agree fully on that. It is true that most Linux servers are set up and then run for many years untouched, but this is rapidly changing. Once you have signed up for Red Hat Network you don't want to stop using it again. And with more bandwidth coming, the value of Red Hat Network (RHN) increases. That is also why I predict that I won't upgrade my computers via CDs in the future - upgrades will be 100% internet based. The businesses using Linux are very happy about systems like RHN, and I predict a great future for this. Remember, that RHN is not only about delivering Linux updates - you got a contractual relationship with a customer, which makes you able to sell more. It's worth money. SuSE works differently. As far as I know, they don't have an equivalent to RHN yet, but I think they will get that very soon. As I see it, SuSE marketing would be able to get a significant added sale through contractual relationships like the RHN. They are not a Linux distro only company - they also sell other stuff like hardware, books, closed-source software etc., and they are not as GPL-minded and privacy minded as Red Hat. In the long run, there is no need to have companies creating distributions - Debian would do fine if alternatives would disappear. The distribution companies' primary role is to be the supplier of Linux-related services and software. Since the costs of the software itself is diminutive, the main reason to choose a distro company is their level of support. The more they can provide you, the better. I would even buy Windows software via RHN, if that would be possible. I see SuSE as a very interesting company that has a great future, even though this Holger complains right now. Unfortunately, SuSE has no stock ticker... Lars.

To: Bill Fischofer who wrote (63201)	11/21/2001 8:05:44 AM
From: alydar	Read Replies (1) \| Respond to of 74651

the BOOGEY man is coming.... have a nice holiday!!! Oracle e-business software on track - analyst PALO ALTO, Calif., Nov 20 (Reuters) - Oracle Corp. <ORCL.O> appears to have taken care of the problems that plagued its new e-business software, influential Morgan Stanley software analyst Chuck Phillips said in a research report on Tuesday. "Customers are telling us the product is working fine and they are pleased," Phillips wrote, referring to Oracle's 11i software offering, which enables users to automate such things as accounting, human resources and telemarketing sales. Oracle -- the world's No. 1 database software seller -- is banking much of its future growth on the e-business software, which competes with products from business-automation software vendors SAP AG <SAPG.DE> and PeopleSoft Inc. <PSFT.O> Early users of Oracle's e-business offering had complained that it was buggy -- or plagued with glitches -- and unstable. "The Oracle journey on release 11i ... reminds us of Rocky I," Phillips wrote, recalling the famous boxing movie in which Sylvester Stallone's underdog character battles back from near-defeat to beat a champion. "Bruised, battered, and seemingly overmatched, somehow Oracle keeps answering the bell for the next round and moving forward." Hewlett-Packard Co. <HWP.N>, steel giant Pohang Iron and Steel Co. (POSCO) <05490.KS>, Franklin Covey <FC.N> and Qualcomm Inc. <QCOM.O> were among the dozens of Oracle customers Morgan Stanley said it interviewed in preparing the report. "The stories are all the same. Release 11i bombed out of the gate but is now in fighting shape and can be installed without hesitation," Phillips said. So far this year, Oracle shares have lost nearly half of their value. The stock finished the regular Nasdaq session 31 cents lower at $14.56 on Tuesday. 20:09 11-20-01 Copyright 2001 Reuters Limited. All rights reserved. Republication or redistribution of Reuters content, including by framing or similar means, is expressly prohibited without the prior written consent of Reuters. Reuters shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. All active hyperlinks have been inserted by AOL.