__/ [ mike ] on Thursday 05 April 2007 04:12 \__
> i'd think a linux investment portfolio would include these:
>
> RHAT Redhat (fedora)
> NOVL Novell (suse)
> LNUX VA Software (developer network)
>
> although since NOVL made a deal with the devil, perhaps it would be better
> to short it (profit from decline) ?
Consider the following comment from last night:
http://boycottnovell.com/2007/04/01/the-fsf-giveth-and-linus-taketh-away/#comment-504
Combine this with the speculations about a long-term MSFT-NOVL takeover and
all your are left with is Red Hat.
At least some Open Source companies like sourcefire and MySQL are likely to
be IPO'd soon, with Trolltech already there (in Oslo only). And the whole
Novell thing is just a speculation. However, as it implodes with the demise
of its legacy products, an acquisition could be just petty cash for
Microsoft. But will they want to compete against Red Hat with MSSUSE?
Whatever happens, just remember: Microsoft plays dirty.
> what other companies stand to gain the most if Linux really takes off,
> especially on the desktop ?
>
> IBM & ORCL perhaps, but they're already so large that i'm not sure the
> LNUX portion of revenue would make a big impact.
>
> and at some point i think MSFT should definitely be shorted, although the
> timing on that might be a bit early at this point.
>
> any thoughts?
SAP and Oracle are goners in the long term (decade), IMHO, unless they go
open source and make money through services for a superior product which has
no lockins. IBM and GOOG will face competition overseas. A lot of it... the
question about inheriting of the global economy mainly involves India
(software services) and China (primarily hardware). The fact that visa
quotas in the States ran out within a day is idicative of this. Also
consider INTC... decided to fire 10,000 last year and now intends to build a
$2.5 billion factory in China... NOVL is certifying centres in India... IBM
axed 13,000 jobs in Europe last year, later to create 14,000 jobs in India.
--
~~ Best wishes
Roy S. Schestowitz | Linux: most popular O/S, yet not most widespread
http://Schestowitz.com | GNU is Not UNIX | PGP-Key: 0x74572E8E
roy pts/3 Thu Apr 5 00:14 - 00:14 (00:00)
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