"...I think itâ€™s extremely important to
revisit, reexamine and reevaluate one of the fair-haired segments
of last year: companies touting various versions of the Linux
operating system. Last year this sector had all the drama and
glamour of a Hollywood flick, as Linus Tovalds, the Finnish native
who helped create this free UNIX-based operating system, got almost
as much press as Bill Gates."
"From the investorâ€™s point of view, the
Linux picture has been nothing short of disastrous. For example,
share value in the once-mighty Red Hat has plummeted from its
52-week high of $148 to around $7 per share. Similarly, VALinux
share price has fallen from a 52-week high of $179.25 to about $7
per share. Meanwhile, Caldera - which never reached the heights of
its two rivals-is selling at about $2 per share, far off its
52-week high of $33 per share."
"This brings me to what I think is the fatal flaw in the
promulgation of the Linux operating system: lack of profit motive
up and down the distribution food chain. If the often vilified Bill
Gates proved one thing by making Windows the most-widely used
operating system in the world it is this: profit motivates.
Put another way: money talks and bull excrement walks."