Red Hat: Open Opportunity for Investors?Apr 18, 2000, 16:17 (2 Talkback[s])
(Other stories by Tom Taulli)
[ Thanks to Kevin Reichard for this link. ]
"The putative demise of Linux has -- to say the least -- been greatly exaggerated. Actually, there are no signs the market adoption is slowing. Linux shipments grew faster than any other server operating system over the past two years (yes, even faster than the monopolistic Microsoft). Research shows that in 1999, Linux shipments dominated 24.6 percent of the server operating system market, up from 15.8 in 1998."
"The big question is: How can companies, such as Red Hat, make money from the Linux wave. Simply put, Red Hat is becoming the trusted source of technical support for Linux. For this, companies will gladly pay fees. So far, it is working."
"Expect the momentum to continue. And once rationality returns to Net stocks, there should be lots of upside with Red Hat."