eWeek: Blurry thinking: Where politics, IT meetNov 20, 2000, 16:30 (6 Talkback[s])
(Other stories by John Taschek)
"The IT party lines are EJB or COM, Java or .Net, Linux or Windows, Microsoft or everyone else. Each party offers basically the same stuff, but each has its own promises for the future. This focus on future promises without technical execution does not bode well for either party, but it's especially hard on the Linux vendors."
"Linux vendors are turning into services-based companies. This is why the value of the vendors depends on how well they can form strategic relationships. This is why I fear for the Linux companies but not for Linux itself. The public Linux companies are all in the tank now. Red Hat is operating at a fraction of its public high. VA Linux has been downgraded. At press time, Caldera was trading in the $3 range."
"The Linux companies can continue down this services road, but they will be rendered small companies, offering small-contract services or subcontracting work with larger companies. They will be displaced from the two-party system, becoming bottom feeders like the Reform Party, grasping some key votes but ultimately going nowhere."