[ Thanks to BeOpen
for this link. ]
“Less than six full months after the VA Linux IPO gorged on
the largesse of an investment community just waking up to virtues
of Open Source software, Linux companies are learning to tighten
their belts in the face of an increasingly skeptical
market.”
“Call it investor backlash or a simple return to sanity after
months of outrageous dotcom excess, but whatever you do, don’t call
it temporary. Among both Wall Street and Sand Hill investors, the
new watchword when it comes to Linux is “profitability.” Either
companies have it or they better figure out a way to get it
fast.”
“… [TurboLinux CEO Paul] Thomas says being a Linux-related
company still has its advantages. According to the International
Data Corporation, Linux server shipments continue to register
triple digit growth rates, jumping 166 percent between the fourth
quarter of 1998 and the fourth quarter in 1999. The trick, says
Thomas and other CEOs, is to find a way to get revenue out of this
growth without burning up your cash war chest on lower yield
marketing efforts.”