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To: The Duke of URL© who wrote (176718)	1/29/2004 1:12:54 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 186894

fwiw, Otellini offends a lot of Linux people when he makes statements like this. Desktop Linux is accelerating faster than expected, why box yourself in? (btw I am coming to the conclusion that the durable goods numbers mean no real recovery in terms of stock price for either Intel or AMD anyway, until either company finds a way to dominate consumer electronics) Paul Ottelini, Intel's president and COO, is quoted as saying 'You can be fairly confident that when there is software from an application and operating system standpoint that we'll be there.' pcpro.co.uk ---------------------- Recent diligence has enhanced our fundamental outlook for Novell, driven by overall Open Source/Linux momentum, growing enthusiasm for desktop Linux, and a clearer vision of Novell’s proprietary-to-open migration strategy. . . . This report incorporates recent information gained through customer interviews, attendance at LinuxWorld, and management feedback. Investment Considerations: Desktop Linux is gathering momentum faster than previously expected; Novell product roadmap is likely to be more “Open” than management comments indicate;. . . Aided by its stance against SCO, Novell has been readily adopted by the Open Source community and is positioned for a much larger role. Desktop Linux will affect Microsoft faster than expected. We had previously expressed skepticism with regards to Open Source software’s ability to displace Microsoft Corp. on the desktop over the next couple of years. This position was based on prior feedback from IT executives who were concerned that personnel training costs and application migration costs would largely negate any savings derived through lower license fees – even if the Linux desktop was free.