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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?


To: Sir Francis Drake who wrote (23705)6/6/1999 7:35:00 PM
From: Rusty Johnson  Read Replies (1) | Respond to of 74651
 
"Linux is a juggernaut." -- Worth Online

Linux is a juggernaut. Companies like Oracle and IBM are making special versions of their applications to work on the free OS. Dell and others have announced they'll make computers that ship with Linux -- rather than Windows -- already installed. Compaq, IBM, and even Intel have all invested in Red Hat Software, the primary U.S. distributor of Linux. Suddenly, an operating system that Microsoft viewed as a joke just months ago is seen in Redmond as a primary competitor.

But the most threatening part for Microsoft is that Linux debunks parts of the Microsoft story that makes the company worth so much: that only Bill Gates can make a good product and that it takes thousands of programmers and billions of dollars to do the job. Linux redefines, by placing it in a different context, the very idea of software quality. And Microsoft comes out on the losing end of most quality comparisons.


worth.com

MSFT will continue to grow IMO. But much of their success relied (legally or illegally) on the ability to keep competitive operating systems from being sold by the likes of Compaq and Dell (There's some consumer harm). They were also able to keep Intel out of the software business.

It's a whole new ballgame.

RedHat 6.0 rocks! Check out the Gnome screenshots:

gnome.org

Software.com and Google (if it goes public) might be good IPOs also.

The RedHat IPO redhat.com is definitely worth watching.

Thanks to Thomas M. on the Linux thread for the link to the Worth article.

Best of luck.