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Koikaze

08/12/02 9:17 AM

#40 RE: Joemoney #39

Good Morning, Joe

I picked up a little RHAT this morning for trading. It seemed like we might have an up day or two because:

1) I read in Barron's that
a) Sun is embracing Linux (after avoiding it like the plague)
b) ... "Linux is now the fastest-growing operating system ...

2) I (finally) remembered that the Linux World Conference & Expo opens in San Francisco tomorrow (they've been bombarding me with invitations for weeks and I've been deleted them).

3) CBS StockCharts has a story on Red Hat.

4) Part of the story is that they will have a joint announcement with Dell on Tuesday.

5) The Sunday New York Times had a story about Linux (no Red Hat reference).

6) This weeks Barron's feature article is "It is time to dip a toe back into tech stocks"

With the Expo going on, we should get a lot more of that kind of hype. It won't be as successful as in years past, but it might cause a little "bolus" (a Zeev word I'd never heard before ... love it.)

Fred