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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Mazama who wrote (8964)	1/20/1999 10:40:00 PM
From: Glenn	Read Replies (1) \| Respond to of 90042

I will have to make some calls on this request. I got interested in scoc by a friend. The subject is interesting. Glenn

To: Mazama who wrote (8964)	1/20/1999 10:42:00 PM
From: Snowman	Read Replies (1) \| Respond to of 90042

If anyone here reads the following news release from late today and thinks about the ramifications you will probably reach the same conclusion that I have... biz.yahoo.com

To: Mazama who wrote (8964)	1/20/1999 10:44:00 PM
From: Junkyardawg	Read Replies (3) \| Respond to of 90042

It will save time if all of you give Ticker Symbles. Glenn: I am not an expert in the tech. field as you know. So I will go back to basics. SCOC They are loosing money. Insiders are selling although it is not in large amounts but with the stock at these prices why aren't they buying if the company is going on to bigger and better things? I know it is basic but I don't like to buy a stock if the people that work for the company are selling and not buying. Good point. There is not short interest in the stock and the insider's own about half of the shares. Personaly I would not buy without more information. Now what is your opinion? dawg

To: Mazama who wrote (8964)	1/21/1999 2:24:00 AM
From: Waldeen	Read Replies (1) \| Respond to of 90042

M, aplx seems tied most into Redhat Linux, redhat.com contains alot of related news if you haven't seen that? But orcl, ifmx, and lotus have also supported linux so those may be ways to play linux if it takes off; as linux is going to hit the enterprise for its SMP support and stability, which more caters into the database area before other apps take off IMO. But the easiest way might be to play CPQ, as the IT professionals all want "24 by 7", i.e. 24 hours seven days a week, support by hardware vendors before committing to the multiprocessor servers, and CPQ has all but officially said they are going to do that (see below). Dell may likely follow. But Compaq would have an edge in this if they offered it on Alpha acquired through Digital. But that remains to be seen whether compaq will let Linux compete with Tru64Unix. Hope this helps. Mon, 18 Jan 1999 by Carmen Nobel from: zdnet.co.uk Linux should gain ground next month when Compaq starts pre-loading it on servers. Jumping fully onto the open source bandwagon, Compaq Computer Corp. is about to ship and offer support for Linux servers. Next month, Compaq and Red Hat Software Inc. plan to announce a deal to deliver Red Hat Linux Version 5.2 preloaded on Compaq servers, according to sources close to the companies. Compaq will also offer 24-by-7 service and support for the Linux-based servers, the sources said. Compaq now offers Linux on its servers only upon request, so a formal bundling strategy from the world's largest PC server vendor is a big step up for the open-source Unix operating system. While many IT managers have been adopting and supporting Linux on their own, backing from hardware vendors has been limited. But that's changing, with Compaq on board and IBM and Dell Computer Corp. also offering custom Linux systems. A Linux server that comes with service and support may further sway cautious corporate customers. "[Preloading Linux on servers] will save us time. Normally, we'd buy blank servers and have to do the installation ourselves," said a network administrator at a major aerospace firm. "The service and support angle, for my management, will make a lot of difference. That could be the difference between them buying into Linux or not." Gateway Inc. has signed a similar deal with Red Hat to ship Linux preinstalled on servers. Officials of the San Diego company said users could expect to see such servers by year's end. Red Hat is trying to ink a similar service and support deal with IBM. Compaq officials would not comment on which servers will ship with Linux, but the Houston company offers its custom Linux installations on ProLiant servers for use as Apache Web servers and for customers that prefer Linux over Windows NT. With its Linux support, Compaq will be able to offer a range of Unix products. On the high end it offers Digital Unix on Alpha servers, and for the midrange and low end it ships ProLiant X86 servers with SCO's UnixWare. It is Compaq's relationship with SCO that could be the most affected by the Linux plans. "This [decision to preinstall Linux] is a statement that SCO is down in the dumper with Compaq -- that they're walking away from SCO," said Kim Brown, an analyst at Dataquest Inc., in California. "Linux is starting to be acknowledged as the low-end Unix alternative." Compaq is expected to make more Unix news next month when it renames Digital Unix to Tru64Unix, according to sources. Later in the year, Compaq will unveil clustering software for Tru64Unix that has features similar to those in the company's midrange operating system, OpenVMS, including advanced load-balancing and file-sharing capabilities, sources said. Those enhancements are good news for users who want more than just failover protection. "We're looking to leverage the same kind of clustering technology on our Unix environment as we have on our VMS system," said Joe Pollizzi, deputy division head at the Space Telescope Science Institute, in Baltimore. While happy with the prospect of new software, Pollizzi said he'd like to see more innovations for Alpha hardware. "Compaq has done a good job in saying they'll continue to support the product that we know and love," he said. "I haven't seen any announcements that focus on Alpha lately. I'd like to see something that really shows off the Alpha technology itself." To meet such demand, Compaq later this month will announce AlphaServer DS20, an entry-level server that runs one or two EV6 processors, sources said. Initial Standard Performance and Evaluation Corp. benchmark tests indicate that the DS20 is as fast as the GS140, its bigger, more expensive counterpart, according to Terry Shannon, a consultant in the US. Officials at Compaq and at Red Hat, of Research Triangle Park, N.C., declined to comment on unannounced products or partnerships.

To: Mazama who wrote (8964)	1/23/1999 11:58:00 AM
From: Glenn	Read Replies (4) \| Respond to of 90042

I found out that cpq is shipping linux on their hardware. Also a new version of linux is being released. This is worth watching. Linux pecking order emerges The most successful Linux vendors are quickly learning how to play corporate hard ball. By Ben Elgin, Sm@rt Reseller Online While Linux may be entrenched in a grassroots development model all its own, the most successful Linux vendors are quickly learning how to play corporate hard ball. Sm@rtReseller Linux Infopack Linux is not just for kids NT To Pose As Linux? Perhaps none has been as corporate savvy as de facto market leader Red Hat Software Inc., and its president Bob Young. By vigorously seeding the desktop OS market and gleaning high-profile corporate investments from Intel Corp. and Netscape Communications Corp., Red Hat has parlayed the increased mindshare into big-time opportunities in the server OS market. Big fish, small pond? Indeed, according to sources close to the company, Red Hat has inked a pending deal with Compaq Computer Corp. to bundle its Linux OS with the hardware vendor's servers. According to published reports Compaq will serve up 24x7 support for the Linux products. "CIOs want known names. Red Hat Linux on [Linux hardware vendor] VA Research doesn't cut it.... [But] Red Hat on Compaq would be huge," says International Data Corp. research manager William Peterson. While this coup propels Red Hat decisively to the front of the U.S. Linux market, it was never a no-brainer. After all, competitor Caldera Inc. has long touted its high-end server OS offerings over a desktop push, writing off Red Hat as merely a big fish in a small pond. But give Red Hat boss Bob Young credit--this is a strategy he has been expounding upon for months. "Red Hat is not a desktop company... Our goal is to seed the server market with our desktop product," Young told Sm@rt Reseller last month. Few Channel wins--so far While garnering consumer and corporate mindshare has been critical to Red Hat's success, few of its wins were accomplished through the channel. On the surface, all Linux vendors claim to have a huge interest staked in resellers and integrators. But Caldera's channel program runs circles around those from Red Hat, S.u.S.E. Inc., and Pacific HiTech--a company in the midst of inking its own deal with Compaq in Japan. In addition to having the lion's share of VAR partners, Caldera is also aggressively ramping up a training and certification program. By next year, Caldera expects to run at least half of its sales through its channel partners, say company officials. While the channel variable may take longer to impact the market-share equation, Red Hat is hedging its bets as well. Indeed, Young confirmed that he is in talks with top-tier distributors like Ingram Micro to expand their relationship beyond the desktop space. For the past two months, Ingram Micro has hawked Red Hat Linux 5.2 to retail locations. Now, the companies are exploring an expanded relationship to tap into Ingram's army of resellers. Young declined to give specifics on the potential deal, and Ingram Micro officials declined to comment. But just where does that leave Red Hat's competitors? Most likely scrambling to follow its corporate lead.