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Open Source Wall Street
The Decatur Jones Open Source Wall Street newsletter for January 3 is
out; it's available in
PDF format. "As Linux continues to gain market share, we expect
to see Novell (NOVL: Outperform) and Red Hat (RHAT: Outperform) to stand
out, Citrix (CTXS: Outperform) to grow steadily, and SCO Group (SCOX:
Market perform) and Sun Microsystems (SUNW: Market perform) to stagnate or
falter."
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Open Source Wall Street Posted Jan 5, 2005 22:50 UTC (Wed) by dmarti (subscriber, #11625) [Link] He has a good point on Citrix. It seems like they have an enabling technology for MSFT to Linux migration -- the simplest way to get the "deal-breaker" legacy app working on the Linux desktops. Just install that old beast on a Citrix server and let the users who need it get it via ICA. No porting, virtual machines, or emulation needed.
SCO Group (SCOX: Market perform) Posted Jan 7, 2005 14:50 UTC (Fri) by Max.Hyre (subscriber, #1054) [Link] SCO Group (SCOX: Market perform) This is an interesting classification. I wonder what it says about Decatur Jones's other ratings, no matter how much we agree with what they say about Novell and Red Hat. [I gather that `Market perform' means they'll stay even with the general market (say, S & P 500) for some (indeterminiate) period in the future.]
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