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

To: Sol W. who wrote (965)	2/7/1999 4:58:00 PM
From: Rusty Johnson	Read Replies (1) \| Respond to of 2615

Brainstorming is fun ... my two cents. I'm placing my money on SUNW, LU, CSCO, IFMX, and NOVL to benefit as we shift from the desktop paradigm. Novell's NDS sounds superior to me than Active Directory or whatever the vaporcr@p that's supposed to come out in February of next year. And "Digital Me" has potential only limited by the imagination. I've never seen anyone dispute that IFMX has the greatest database technology in the world. I see companies storing terrabytes of video, multimedia, CAD/CAM data, and photographs on computers running Informix database software on Linux. Bob Finocchio has turned the ship around in less than one year. The stock doubled last year. (For cast iron stomachs only.) I think their strategy of tailoring products to customers will take market share from Oracle's "one-size-fits-all" approach. They don't compete with MSFT as some believe. They're products are way, way at the top end. MSFT is no threat whatsoever at the high end of anything. The telecommunications companies are customers. Informix has embraced Linux. Here are some recent customer wins including the IRS: informix.com E-brokers should be using SUNW hardware if they're not already. DELL will sell even more computers when they install a good operating system on them. INTC should benefit when the Merced chip comes out. It will need a better operating system than NT. Linux wins again. Pure plays are hard to come by for Linux. The thread has mentioned Applix and Corel Computing in the past. Red Hat should go public and give everyone contributing to the SI Linux thread 10,000 shares. The cheap chip makers might be where it's at. How about IDTI or the palmtop operating system makers? Or the embedded chip makers? Anybody else got some ideas? Linux ... the network computer's operating system.