Slashdot: Interview: Larry Augustin Finally Answers

“Much like most net-related IPOs, VA’s valuation is impressively
high. Much higher than bigger and older companies which have proven
to be able to actually MAKE money. So let’s assume that this
valuation actually means something. How do you see VA Linux
fulfilling this promise, IOW, what will it be like when it will
sell as much as its stock price mean? Will it compete directly with
Compaq and the likes on the server market?”

“Larry: We’re building a serious company here and we plan to
grow significantly, and I think our valuation reflects that. I
think we are undervalued compared to some of the other companies
out there based on the potential of Open Source and our target
markets. The market opportunity is huge.“

“We sell systems based on Open Source software and provide
significant amounts of consulting services to companies building
major sites on the Internet like eToys, Akamai, DoubleClick, and
Starmedia.”

“As those customers grow, we grow with them. Intel estimates
that only 5% of the servers needed to run the Internet by the year
2003 are deployed today. That’s a huge market for VA Linux. That’s
where investors see the big potential.”

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