“If the stock prices were reflective of the technology itself,
Linux operating systems (OSes) everywhere would be sputtering and
Linux-based Web servers would be in danger of exhibiting their own
version of the blue screen of death.”
“That’s hardly the case. Linux stocks are headed for a cautious
and steady rise, because the technology is not only sound, but is
gathering strength fast. The meteoric rise of Linux stocks – and
their collapse – was based on the erroneous perception that Linux
would sweep across corporate desktops and servers – a perception
based on the assumption that Microsoft, with its antitrust
problems, would decline.”
“The main reason to be bullish on Linux’s future is not that
it will replace Windows. Rather, like Microsoft once was, Linux is
the technology that is best aligned with a changing economy and
will grow in step with it. This means, of course, in some
instances Windows and Windows 2000 servers will be replaced by
Linux, but that is a minimal definition of success.”