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Technology Stocks : LINUX -- Ignore unavailable to you. Want to Upgrade?

To: Rusty Johnson who wrote (961)	2/7/1999 10:18:00 AM
From: Sol W.	Read Replies (1) \| Respond to of 2615

RE: Buying Dell as a play on Linux. What happens if Gateway, Micron, IMB, etc. all jump and add Linux as a OS option? Won't that dilute the play on Dell? I called Dell and spoke to a sales representative about costs, availability, service etc. and she told me that they are getting a huge response and interest in Linux. There must be a play here? Has anyone else tried to get open an account with the VC firms to get a piece of the IPO on RED HAT? Any luck? P.S. Running Linux and it is very, very smooth.

To: Rusty Johnson who wrote (961)	2/8/1999 12:05:00 AM
From: Gerald Walls	Respond to of 2615

Can you imagine how many computers Dell will sell with a GOOD operating system? I like Linux. It is a GOOD operating system. I own some DELL. I also own some INTC and MSFT. I'll most likely buy some Red Hat if they go public. However, let's rephrase your sentence above. "Can you imagine how many computers Dell will sell with an operating system that won't run Microsoft Office, Microsoft Money or Quicken, or almost all of the new, hot games?" The first one eliminates huge desktop business sales increases (they will sell servers), and the next two eliminates huge home sales increases. The effects will be modest. And yes, I do know that there are office suites available for Linux. I also know that a large business will not rip out hundreds or thousands of copies of a program they've used for years so that they can use a suite they've never used before on an OS platform they've never used before. They also won't try to gradually phase the new programs and OS in, as this becomes a real support nightmare. Most businesses don't even like to have different version of the same product around. And then you have the little matter of training...