__/ [ AB ] on Thursday 05 April 2007 16:54 \__
> On 2007-04-05, mike <mike@xxxxxxxxxxxxxxxxxxxxx> claimed:
>> 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) ?
>>
>> 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?
>
> Yeah. It's never too early to short MSFT if you're a big institutional
> investor that can get the notice of other investors.
No, they have buybacks going on. They are pulling out money from the safe in
order to keep up appearance. They have already drained over half of their
cash pile in just 2 years. It'll last for a while longer, so MSFT will get
the crutches. ODF is one of the most important things at the moment because,
unlike Linux on the desktop, it threatens the mother of all cash
cows---which which accounts for 70% of the revenues in that divisions, IIRC.
The horrid UI (tabbed toolbar) in Office '07 will help us a lot.
--
~~ Best wishes
Roy S. Schestowitz | Linux + tax = Mac OS = (Windows - functionality)
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