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To: BirdDog who wrote (50103)	1/27/2002 1:46:24 AM
From: Dinesh	Respond to of 54805

How does all that explain a price tag of $1.5B? Even after cash is accounted for, we are still north of $1B. Not to mention the possibility of a premium... If RedHat is, as has been mentioned here before, in OS support business, for an OS it doesn't own, what value will it bring to AOL that AOL cannot create for itself from ground up at a fraction of the $2+mm/headcount ? Yes, RH owns certain porting technology but how much is that worth? (If a ton, would RH sell out without some premium?) A lot of interesting ports are anyway happening outside of RH. It reminds me of Noorda (NOVL) buying UNIX, WordPerfect and all those hopes. That too was more a people issue more than a technology necessity issue. Other things you mentioned: - at a price tag of 1.5B, I can see RH getting 'motivated'. But, how about AOLTW? - Apple claim - does the claim have any fine print? Most do. 40% is an awful lot, unless we are dealing with very small numbers. Regards Dinesh