Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: cliffp who wrote (208038)	12/5/2002 1:02:17 PM
From: GraceZ	Read Replies (1) \| Respond to of 436258

Seems to me businesses are moving from all flavors of Unix to Linux because of the savings in hardware costs and software costs. Since so many of these businesses have existing software that needs to be adapted to Linux they need considerable support to make the transition. IBM along with a few other companies is coming in to fill that void. From what I've heard, that business is turning out to be better than even IBM expected it to be. I was just wondering if it's a big enough chunk to make a difference or even if it's possible to separate it out from their other services revenue (it may not be). I don't follow IBM closely just simply because it's not my kind of play, but when something shows that kind of price action when all the news is superficially bad I have to wonder if someone else knows more than I do.