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

To: jim nazium who wrote (1142)	2/27/1999 10:18:00 PM
From: JC Jaros	Respond to of 2615

Linux will be too small of a piece to play Sun for Linux. SUN has still not endorsed Red Hat or Caldera or come up with a definitive strategy for Linux. They will definitely be a big player when it is said and done but they have not been on the forefront. MTIC does represent a small company that Linux could represent a large piece if Cladera takes off and goes public or starts announcing licensing deals. Red Hat's deal with IBM, Dell and HP are not exclusive. Plus MTI's RAID for Linux is the first and could be a hit especially with their full fibre capability. Anybody know when Red Hat is expected to go public?? Caldera??? Will Sun license Caldera or make an investment in Caldera???? Jim, with all respect, you're missing the big picture. "Sun... not being on the forefront" is just flame bait. More "Linux" (GNU) freeware has come from Sun than any other company (Any). Sun is the ONLY company that is Unix. All 40 billion dollars of it. But, I digress. Linux is Unix for the processor impaired. That is, it is designed to run on all of the various Wintel boxes floating around out there. Solaris, incidentally is designed for bigger iron. i86 Solaris even, is designed for multiple processor (SMP) use. Linux (and BSD) comes to SUNW as windfall nix mindshare, and is stepping into the part of the other half of an action duo, fighting NT in the business space. SUNW on the high side, the Linux community (surprise!) from below. Incidentally, check out the links posted here a few days ago by Rusty; one regarding Sun community source licensing it's software, and the other about the UltraPenguin Linux and Ultra clone AXi boards. Your Linux licensing assumptions are having problems. Linux is free. Caldera will make money selling service and their proprietary add-ons, but you're looking at it as though it were OS-2 or something. Nobody but nobody is going to make big money selling Linux software. Linux though, scales into the more mature Solaris. More significantly, it wants to run 64 bit on RISC. Give an ISP expansion funds, and they're likely wanting to run UltraSPARC hardware. Sun invests in Linux in different ways, beginning with their 'open standards computing' mantra and recently in collaborating on UltraLinux with RedHat. It's a pretty sure bet too, that Kleiner Perkins is dusting around multiple millions of angel dollars for Linux startups. Sun REAPS the mindshare. -JCJ