If were a longet term trader, I would be Very lonh RHAT.
long rhat long term??? heavens! forget the p/e and all that, but first, novl has recently bought suse, and novl has trust and a market overseas. (suse is another linux distribution, with the identical stuff.) and re long term: if you're projecting that linux will overtake windows and cause pain to msft, all msft needs to do is create or buy its own linux distribution (e.g. mandrake) and bundle lots of windows goodies with it (e.g. by buying mainsoft, say, which has already been preened and primpped, so that all msft has to do is compile all of their windows code against mainsoft libraries and voila - IE, media player, etc all running on linux ...
the race to commoditize the desktop won't have big winners, only big losers.
(by the way, suse - with the ximian desktop - is actually quite a bit nicer. its what i've been using for over a year after switching from rhat.)
