Linux 5 - 500 Beiträge pro Seite

[vschediwie]

Liebe Freunde,
Hiermit beginnt das Linux (und Red Hat) Forum Nr.5. Es ist aufgrund der langen Ladezeiten nötig geworden.
Ich wünsche weiterhin allen viel Erfolg und hoffe auf ebensotüchtige Beiträge wie in den voranmgegangenen Threads.
Für alle "Neuzugänge" halten die Threads 1-4 viele gute Infos bereit.

[vschediwie]

Ich habe wie angekündigt die letzten Linuxanalysen besorgt und durchgelesen. Es war nicht soganz einfach, da man membernummern braucht, die man nicht "einfach so" bekommt. Bis zuletzt habe ich die Analysen der CSFB und WRHambrecht nicht besorgen können. Vielleicht komme ich aber doch an die CSFB noch rann :-)

Ich habe also mal die Studien zusammengefasst und werde heute mit derjenigen von ABN Amro beginnen. Falls sie jemand habe möchte, kann ich sie ihm per email zusenden. Meine Adresse lautet [e-mail] (bitte keinen Blödsinn schicken):

Datum: 24.7.2000
Rating: Outperform
Target Price: 50$ p.share

-Linux (L.) hatte ein gutes Quartal. Die Einnahmen wuchsen um 46% und die Margen nahmen von 17.8% (Q.3.00) auf 22% (Q4.00) zu.
-V. übertraf unsere Erwartungen stark und notierte wie folgt: Einnahmen: 50,6mio $ statt 44.6mio$ Diff. +13.5%
Cost of revenues: 39.9mio$ statt 35.6mio$ +10.8%
Gross profit: 11.1mio$ statt 8.9mio$ +24.8%
"G & A": 3.7mio$ statt erwarteten 2.8mio$ +32.9%
EPS/Gewinn p. Aktie: (0.10$) statt (0.14$) also 40% weniger Verlust!!!

^-"management has indicated that the longterm revenue mix will be 75% systems, 15% services and 10% OSDN, while locg term gross level of 27%.
-We are reducing our loss per share estimate for Y01 from 0.40$ to 0.29$ !!!
-Der Breakeven soll im späten Jahr 2001 erreicht sein.
Wir denken, dass das elektreonische Ordersystem (BOSS) dass L. im August eröffnete L`s Position ausbauen wird und die Kundengruppen ausdehnen wird, darunter auch einige grosse Firmen.
-No other competitor has an ordersystem with the breadth of choice like the BOSS system.
.Wir denken, dass das System (BOSS) sehr efektiv in der Hilfe für L. im Wettbewerb gegen traditionelle Platformen wie Dell sein wird.
und schliesslich noch sehr wichtig: Wir denken, dass der internationale Markt für open source systeme und services ausserhalb der usa grösser ist als in ihnen. l. beginnt in w-europa Fuss zu fassen und wir denken, dass diese Expansion grosse Wachstumsmöglichkeiten bieten sollte.!!
Die komplette Übernahme von Andover durch L. wurde abgeschlossen. Andover trägt 4% der ges. Einnahmen oder 2.1mio$ bei.

-OSDN hat eine dominierende Position im WEBmit über 80mio Besuchern und über 7000 OpenSource Projekten, die dort beheimatet sind.
-Neben Red Hat ist L. eine der stärksten Marken im Open S. segment. Wir denken, dass L. weiterhin Akuisitionen tätigen wird. und seine Position im Markt ausbauen wird.

Viele Grüsse und sorry für die vielen Fehler.
Gruss Volker

[Micky_Mouse]

VA Linux sind schon gut gestiegen, Red Hat dagegen hinken hinterher. Am Freitag sollen die Zahlen für`s 2. Quartal kommen. Geht`s dann endlich ab über 30$ ???

[Mr_Hausse]

Hallo,

ich will die Gelegenheit nutzen, um auf einen in diesem Bereich ziemlich unbekannten Newcomer aufmerksam zu machen:

CDV-Software

Momentan vor allem wegen dem Computerspiel "Sudden Strike" in den
Schlagzeilen, hat CDV noch etwas ganz anderes zu bieten, nämlich
"SuSe Linux 7.0". In Deutschland rangiert dieses Prog. auf Platz 1
der Verkaufscharts für Anwendersoftware.
Nach meinen Infos wird "SuSe Linux 7.0" ausschliesslich von CDV
als Distributor vertrieben.Koch-Media hatte Suse-Linux vormals
auch im Angebot, doch CDV hat es nach dem Ausstieg von Koch-Media
praktisch exklusiv.

"SuSe Linux 7.0" ist m.E. die einzig ernstzunehmende Konkurrenz für
Red Hat und somit eine lukrative Einnahmequelle für CDV-Software.
Die Aktie steht momentan sowieso gut da, sowohl charttechnisch,
als auch fundamental. Ich denke wir haben hier ein Unternehmen,
dass sehr aussichtsreich und mithin ein lohnenswertes Investment
ist. Zu beachten ist der Umstand, dass der Titel sehr markteng ist
und somit recht volatil sein kann. Momentan besteht sehr hohes Potential der Chart zeigt lupenrein nach oben.

Gruss

Mr_Hausse

[gba]

Mr. Hoss,

als Händler kannst Du direkt bei Suse kaufen.

[vschediwie]

Morgen,
ich konnte gestern abend leider nicht mehr die Zusammenfassung der Einschätzung von der dt. Bank posten. Ich habe lange versucht einige wichtige Grafiken einzuscannen und dann hier einzufügen. Dies hat aber nicht funktioniert. Hat jemand einen Tipp dafür bereit?
Wie gesagt kann ich Euch die kompletten Analysen per email schicken. Nochmals meine Addresse: [e-mail]

Gruss und weiterhin viel Erfolg

Volker

[vschediwie]

Hier also mal die (fast) ganze Studie der DB Alex Brown---leider ohne Grafiken

VA Linux Systems, Inc.
Open Source Momentum Accelerating—VA Linux Is the Best-Positioned Player
August 25, 2000
US Computer Systems
Philip C. Rueppel ([phone] [e-mail]
Ghazi Benothman ([phone] [e-mail]
Deutsche Banc Alex. Brown
Rating Remains
STRONG BUY
Price
US$46
Exchange: Ticker
NASDAQ: LNUX
FY: (July) 1Q 2Q 3Q 4Q FY
n_ Exceptional results for FY4Q00 and total FY00•Revenues for FY4Q00
came in at $51 million, up 46% quarter to quarter and easily beat our
$45 million estimate. Results for operating EPS (excluding one-time
charges) were equally strong at $(0.10) versus the Street and our
estimate of a loss of $0.15. Total FY00 revenue was a record $120
million, up 6.8x from the prior year.
n_ Gross margins jumped significantly to 22% from 18% in the prior
quarter, while operating expenses fell to 34.8% from 36.6% in the prior
quarter. The company has consistently turned in stronger net income
results, with a loss of $4.1 million in FY4Q00 versus a loss of $7.2
million in FY1Q00.
n_ The company continues to ride the Internet infrastructure build-out
wave, with infrastructure customers making up 75% of revenues, driven
by LNUX`s expanding hardware product line and the growing catalog
of open source software.
n_ VA Linux continues its pioneering streak in the Open Source
movement, introducing the first full-scale Build-To-Order Software
initiative in the IT market. This and other initiatives should translate
directly into competitive advantages and should continue to position it
as a leader in Open Source.
n_ Bullish outlook ahead as demand for open source solutions accelerates.
We believe that VA Linux`s product and services uniquely position it to
capitalize on this trend. We are raising our revenue estimates for FY01
to $310 million, up from $246 million while maintaining our operating
EPS of a loss of $0.26. Reiterate STRONG BUY rating.

Discussion
On August 23,
,
VA Linux reported financial results for FY4Q00 (ended July
2000) and FY00. As we had anticipated, the company’s performance during
FY4Q00 was stellar. Total FY4Q00 revenues came in at a record $50.7 million,
up 46.4% quarter to quarter and handily beat our revenue estimate of $44.6
million. This record top-line performance translated into an equally strong
bottom-line performance: Operating EPS (excluding one-time charges) came
in at a loss of $0.10, easily beating the Street and our estimate of a loss of
$0.15. Including all charges for the quarter, VA Linux reported an EPS loss of
$1.15.
Hardware revenues for the quarter came in at $46.5 million, representing 92%
of total revenues, while professional services and Web-related revenues came
in at $2 million each, which accounted for the remainder of total revenue.
Longer term, the company expects to boost professional services revenue to
15% of total revenues and Web-related revenue to 10%.
For FY00, LNUX reported record revenues of $120.3 million, up 6.8x year over
year, while operating EPS (excluding nonoperating charges) came in at a loss
of $0.69, compared to a loss of $0.63 in the prior year. Including all charges,
LNUX reported an EPS loss of $2.66. These results are in line with the
business plan that the company had outlined at the time of its IPO, namely
growing revenues aggressively (6.8x year over year) while improving
operating EPS sequentially every quarter•a loss of $0.27 in FY1Q00 versus a
loss of $0.10 in FY4Q00. In our opinion, VA Linux management has done an
excellent job of executing on its aggressive business plan, while building the
company`s core operations, acquiring other companies and continuing to
spearhead the Open Source movement.
Looking more closely at the company`s performance during the quarter, we
continue to see an increasingly robust execution. Gross margins jumped
markedly to 22% from 17.8% in the prior quarter. This improvement was
driven by increased manufacturing efficiencies (days of inventory stood at 2
days only, while inventory turns remained close to 160) and a richer product
mix. Operating expenses were reduced to 34.8% of total revenues from 36.8%
in the prior quarter, despite the company`s Andover.net acquisition and
continued investments into overseas operations. Finally, the company has
consistently reduced its net losses during the year, going from a $7.2 million
loss in FY1Q00 to a loss of $4.1 million in FY4Q00.
OPEN SOURCE GAINING MOMENTUM
Over the last 3 months, we believe that the Open Source movement has
gained significant ground in terms of the breadth and depth of solutions it
can offer enterprises. On the server front where Linux continues to thrive, we
have significant advancements in the porting of Linux to Intel`s forthcoming
IA-64 (Itanium) architecture. With the next release of the Linux kernel (version
2.4) looming in the next 3 months and the announcements by Oracle and IBM
that they have ported their namesake database servers to Linux, we expect
that Linux servers will start to penetrate the database market slowly but
surely in 2001. This market has been mostly off limits to Linux so far because

[vschediwie]

Hallo nochmals,
ICH KONNTE JETZT AUCH AN DIE CSFB STUDIE VOM 23.8.2000 RANKOMMEN. WERDE SIE BALD HIER POSTEN!!!

bis dahin alles Gute und scheinbar scheint vlx an dem wiederstand bei 70EUR zu scheitern---gute nachkaufkurse!!
Volker

[vschediwie]

Ich habe hier die komplette CSFB studie angefügt. Sie ist eine der neuesten. Einige Grafiken fehlen, andere sind tabellarisch tagestellt. Viele Grüsse Volker

CREDIT SUISSE FIRST BOSTON

VA Linux Systems (LNUX) buy
The Growing Force of Open Source

VA Linux reported fourth quarter fiscal 2000 earnings of ($0.10), handily beating our estimate of ($0.15).
Revenue of $50.7 million grew 46% sequentially, well ahead of our 29% growth forecast. And VA leveraged a benign pricing environment and accelerated growth in its high-margin service business to expand gross margin by 420basis points sequentially.

VA`s gross margin of 22% now exceeds Dell`s most recent quarter of 21.3%, leading us to believe that the company is better positioned to enhance profitability than some of its more mainstream competition.

We have raised our FY 2001 revenue forecast from $271 million to $323 million,taking our EPS estimate from ($0.44) to ($0.26). We reiterate our Buy rating and 12-month price target of $65.

Price Target Mkt.Value 52-Week
08/23/001 (12mo.) Div. Yield (MM) Price Range
USD 37.13 $65 None 1,529 320-27
Annual Prev. Abs. Rel. EV/ EBITDA/
EPS EPS P/E P/E EBITDA Share
7/01E $(0.26) $(0.44)
7/00A (0.68)
7/99A
Oct. Jan. April July FY End
2001E $(0.09) $(0.08) $(0.06) $(0.03) July
2000A (0.27) (0.23) (0.13) (0.10)

VA Linux Systems is a leading provider of Linux solutions that integrate workstations, servers, storage, and professional services.

InvestmentSummary
On August 23, VA Linux reported fourth quarter fiscal 2000 results, posting earnings of ($0.10) versus our estimate of ($0.15). The company continued to grab share in the Linux server market while fattening its profitability.
Sales of $50.7 million grew by 46% sequentially, surpassing our forecast of 29
% growth. And the company leveraged a relatively benign pricing environment and the growth of its high-margin service and Web-related businesses to register a 420 basis point sequential improvement in gross margin.

The theme of VA`s earnings conference call was clear: The Linux movement is for real, and VA has the business model in place to exploit it. During the quarter, the company expanded its product line to include two new entry-level server offerings and an extended storage system that will begin shipping during the first quarter of fiscal 2001. These should allow VA to broaden its installed base, enabling the company to scale its business model into that of an open source service provider. Furthermore, the rapid integration of Andover.net should allow VA to leverage the potential network effects offered by a consolidated Linux development community.

We are reiterating our Buy raing, and 12-month price target of $65.

Fourth Quarter Highlights
Demand for VA`s hardware products remained strong during the quarter as ISPs, ASPs, and e-tailers increasingly deployed Linux-based Web servers in their Internet infrastructure build-outs. Sales to Internet infrastructure players comprised approximately 75% of total revenue, consistent with the prior quarter`s results. Akamai continued to lead the way accounting for roughly 21% of quarterly sales.
Actual Estimate Act. Seq. Growth Est. Seq. Growth
Systems $46.5 $40.7 40% 23%
Services 2.1 1.8 43% 25%
Web 2.1 2.0 N/A N/A
Total $50.7 $44.6 46% 29%

VA`s service business gained steam, with revenue growing 43% sequentially. VA is sharpening its focus on supporting the Internet infrastructure build-outs of its customers with offerings such as porting, architecture design, security, and open source consulting. Therefore, we expect the company`s service arm to maintain its momentum. And with recently acquired Andover.net pitching in
with $2 million in quarterly Web-based revenue, VA is well on its way building an "open source service provider" model. In fact, service and Webbased revenue accounted for 8% of sales in the fourth quarter, up from 4%sequentially.

Amid the backdrop of increased competition, pricing remained relatively flat and gross margin increased approximately 420 basis points to 22.0%. We believe this marks a special landmark for VA Linux, as the company`s gross margin is now higher than its more mainstream, direct model competitor Dell.
In our opinion, this milestone is significant because while traditional hardware vendors are trying to defend profitability with beyond-the-box initiatives outside the scope of their core competencies, VA is enhancing its profitability with its established expertise in customized software-the building block of the open source service provider model. Demonstrating this capability, VA just unveiled a unique build-to-order software initiative that allows customers to custom configure their servers. According to management, 90% of server customers typically end up reinstalling software packages on their standard server purchases. Therefore, VA`s build-to-order software initiative differentiates the company, and its automated integration into the manufacturing process could expand margins.

We realize that while VA`s gross margin has exceeded Dell`s, it is unlikely to match Sun`s. However, we still see significant upside to VA`s current gross margin. This potential upside should come from the acceleration in VA`s service and Web businesses. New market opportunities in storage and midrange servers should also bolster margins.

With the demand for Linux-based computing showing no signs of letting up, we believe that VA can successfully grow its existing business and expand its addressable market. As a result, we have raised our fiscal 2001 revenue estimate from $271 million to $323 million and EPS from ($0.44) to ($0.26).

And with VA`s open source service provider model just beginning to hit its stride, we are reiterating our Buy Rating and $65 price target.

CREDIT SUISSE FIRST BOSTON CORPORATION CREDIT SUISSE FIRST BOSTON CORPORATION

[SteffenP]

Tuesday September 12, 8:24 am Eastern Time
Press Release
Red Hat Offers Advanced Training to Meet Growing Business in Internet and Embedded Solutions
RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--Sept. 12, 2000--

With Advanced Training on Embedded Systems Engineering,

IA-64 Engineering, and Apache and Secure Web Server

Administration Now Available, Red Hat Offers Most Complete

Single Point of Contact for Training on Open Source Solutions

Red Hat, Inc. (Nasdaq:RHAT - news), the leading provider of open source Internet infrastructure, today announced advanced technical training courses focusing on embedded systems engineering, IA-64 engineering, and Apache and secure Web server administration.

Recent acquisitions and the scope of Red Hat`s capabilities have expanded to include a full spectrum of solutions for embedded devices such as Internet appliances and routers to secure e-commerce applications.

``Red Hat is in the business of enabling users to leverage powerful open source technologies and solutions throughout the ecosystem of devices and applications that connect to and power the Internet,`` said Paul McNamara, vice president of products and platforms, Red Hat.

``These new courses are further steps in our total commitment to support customers, partners, and developers as they work with open source technology on everything from Internet appliances, to server and Internet infrastructures, and new platforms such as IA-64,`` said Michael Tiemann, chief technology officer, Red Hat. ``Advanced training at Red Hat is designed to meet the needs of individuals and engineering teams as they build new devices and applications, and manage secure network services on the latest hardware.``

The Red Hat Embedded Systems Engineering Course teaches embedded developers how to use the Red Hat Embedded DevKit and Red Hat GNUPro to develop, build, test, and debug embedded Linux applications. Labs are emphasized throughout, and each participant spends the final day actually developing an embedded application for a small system on a reference board.

The Red Hat IA-64 Engineering Seminar features hands-on installation and configuration of Linux on IA-64 machines, and discussion of key differences in systems administration and development for Linux on the new Intel 64-bit architecture. Red Hat is the first company to offer regularly scheduled training on Linux running on the new Intel IA-64 architecture.

Apache and Secure Web Server Administration is a hands-on course that provides advanced technical training for Linux system administrators and network engineers who want to specialize in managing Apache and secure Web servers on Linux. The course enables them to enhance their skills at running secure Web sites, Intranets and e-commerce sites for today`s enterprises and ISPs.

``Red Hat will continue to expand its training offerings to include advanced courses for topics such as embedded engineering and Apache secure Web server,`` said Peter Childers, vice president of global learning services for Red Hat. ``These new courses meet the needs of our customers and of the engineering groups building and managing various platforms, from handhelds through Internet infrastructure.``

The new training courses are available at Red Hat headquarters in Research Triangle Park, N.C. and its facilities worldwide. Please see www.redhat.com/training for more information.

Open Source Momentum

International Data Corp. (IDC) research states that paid Linux shipments grew faster than any other server operating system over the past two years, and their preliminary figures for 1999 show Linux shipments hold 24.6 percent of the server operating system market, up from 15.8 in 1998. IDC also states that Red Hat holds 50.2 percent of Linux vendor market share and that Red Hat Linux is by far the most popular distribution, preferred by 68.7 percent of U.S. Linux users.

Research firm Netcraft, Inc. (www.netcraft.com), states that as of May 2000, 30 percent of all public Web sites run on Linux-based operating systems, making Linux the most popular choice for deploying public Web sites. IDC research shows 40 percent of all spending on Linux servers is for Internet related applications, firmly entrenching Linux servers in the Internet infrastructure.

Finally, IDC predicts that by 2002, there will be more than 55 million handheld and notebook-style information appliance devices and that by 2005, shipments of these appliances will exceed shipments of PCs. Red Hat`s numerous alliances with industry leaders and the demand for Linux-based applications has created open source support from many of the industry`s leading software and hardware manufacturers, including Dell, Compaq, Computer Associates, Hewlett-Packard, IBM, Intel, Netscape, Novell, Oracle and SAP.

Egal ob Red Hat oder Linux; bin in beiden investiert und beide werden outperformen!

[vschediwie]

Hallo, bin wieder zurück. Hier eine gute News
VA Linux to Sell Device to Store Files for Internet (Update1)
By Dina Bass

Sunnyvale, California, Sept. 12 (Bloomberg) -- VA Linux Systems Inc., a maker of Linux-based software and computers, said it will make a device to store and deliver files on computer networks and the Internet.

The product will start at about $29,300 for 180 gigabytes of storage. It`s the first major release of a storage device that runs on the free Linux operating system.

The company is entering the market for so-called network attached storage because it`s growing at a rate of 66 percent a year, said Ali Jenab, senior vice president for VA Linux`s systems division.

Storage devices typically have wider profit margins than the company`s server computers. VA Linux expects margins of 35 percent to 40 percent on the device, compared with about 22 percent on its servers in the last quarter, he said.

Network attached storage, or NAS, allows storage units to attach directly to a company`s computer network or the Internet to store data ranging from company records to Web pages. The leading storage technology, storage area networks, or SANs, use fiber optics and a traffic-managing computer called a server to link data to a company`s computer network.

Jenab said VA Linux is hoping the storage product will help the company take market share from Network Appliance Inc., which has been particularly successful among mid-sized companies.

Network Appliance holds about 40 percent of the market for network attached storage, while EMC Corp. has about 30 percent, according to market-research firm IDC. Sun Microsystems Inc., Hewlett-Packard Co. and International Business Machines Corp. also compete in this market.

Linux code is distributed freely so software developers can write related programs and modify it, which the company hopes will speed the development of the storage product. Jenab said VA Linux`s own developer network already has about 30 projects under way related to storage.

The shares of Sunnyvale, California-based VA Linux fell 89 cents to 54.44. They`ve fallen 74 percent this year.

[vschediwie]

Noch ein Update von der ABNBank. Obwohl das "outperform" rating beibehalten wurde, Wurde das Kursziel deutlich angepasst:

VA Linux Systems Reiterated `Outperform` at ABN Amro
By Sybil Carlson
Princeton, New Jersey, Sept. 12 (Bloomberg Data) -- VA Linux Systems Inc. (LNUX US) was reiterated ``outperform`` by analyst Keith Bachman at ABN Amro. The price target is $70.

[vschediwie]

und noch was positives, so ist vorerst alles, schönen abend
gruss vschediwie:

Taiwan IT Ready to Ride the Linux Wave; Island Again
Demonstrates Innovative Business Structure Through Time-Tested Speed-to-Market Abilities

Business Editors/High-Tech Writers

TAIPEI, Taiwan--(BUSINESS WIRE)--Sept. 11, 2000--Recognizing increasing marketplace demands for the open-sourced Linux operating system, Taiwan`s long-established information technology (IT) sectors, including the island`s emergent software industry, are gearing up to support Linux users worldwide.

Dozens of Taiwan`s leading technology firms showed off their Linux-based products at the recent Linux World Expo, which ran from September 7-9 at the Taipei International Convention Center.

Already the world`s third largest IT manufacturer, Taiwan`s aggressive reception of Linux validates the island`s propensity for early mass adoption of new technologies. Taiwan IT firms showed similar forethought by embracing the universal serial bus (USB) system when that was first introduced.

Hardware on display at Linux World ranged from leading-edge servers to the latest scaled-down Internet appliances (IAs), the inexpensive computing devices designed solely for Internet access, while Taiwan software developers presented an array of Linux platform solutions.

One company leading the charge is DigiRose Tech Inc. Though only a few months old, DigiRose has already developed a range of Linux-based software solutions, including its RoseLinux Development Kit, which offers a complete environment for developing applications on the Linux platform.

"Linux is the ideal platform because it is free," said Jwu-sheng Hu, DigiRose`s founder and general manager. Hu is also a professor in the electrical and control engineering department at National Chiao Tung University, Taiwan`s equivalent of the Massachusetts Institute of Technology (MIT).

Hu revealed that his startup company has already signed a joint-venture deal to provide software for Taiwan-based Advantech, one of the world`s leading automation solution providers making industrial automation, industrial computing and embedded computing products.

The Advantech-DigiRose partnership is just one example of how Taiwan businesses work together to support each other.

"It is very important for software and hardware companies to develop joint ventures," said Joan Hsu, marketing manager at Linux Trend Ltd. "Taiwanese companies are very aggressive in developing and expanding, with more and more manufacturers getting requests for Linux hardware support."

Linux Trend offers Linux-based business software for small- and medium- sized enterprises (SMEs). Hsu added that China`s government acceptance of Linux is another reason why Taiwan firms will benefit from the platform`s growth.

"We (Taiwan and China) are both Chinese, so we understand each other," she said. "And there are many good companies in Taiwan that are targeting China."

According to Michael Su from eSoft, an embedded solutions provider, Linux is popular with personal digital assistant (PDA) makers, and is making inroads with companies making IAs.

Many of Taiwan`s leading IT firms, such as Acer, Compal, Arima, Asustek, MiTAC, and First International Computer, have already released Linux-based IAs. Other companies are setting up Linux divisions or penning agreements with other firms to jointly produce Linux-compatible products, including TV set-top-boxes and wireless, handheld devices.

Acer, Taiwan`s IBM, predicts that IAs will occupy some 10 percent of its product sales by 2001, eventually rising to 50 percent. The fact that so many companies have been quick to embrace the new trend toward Linux systems also puts them in a strong position to meet the IA demand.

"Servers and hand-helds are where Linux will dominate," said Thomas Kuo, CEO of Vista Digital Inc., which specializes in Linux-based server and local area network (LAN) management through its own brand of Linux LAN equipment.

Taiwan companies already lead the world in the laptop PC market, with the island producing half of the world`s portable computers. With the growing popularity of IAs and the increased demand for server solutions, Taiwan`s IT exporters are ready to meet the challenges of the next generation of computing.

[vschediwie]

Hallo Freunde, habe etwas zu RHAT gefunden, wurde vielleicht schon gepostet. Konnte aber noch nichts zu den Zahlen finden.
Gruss Volker

Red Hat Completes C2Net Acquisition for Approximately $42.7
Million; Strengthens Offering of Internet Infrastructure Solutions with Added Security

Business Editors & High-Tech Writers

RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--Sept. 13, 2000--Red Hat, Inc. (Nasdaq:RHAT), the leader in open source Internet infrastructure solutions, completed the acquisition of privately-held C2Net Software, Inc., the developer of the popular Apache-based Stronghold(R) secure web server. C2Net`s Stronghold, which is available for many operating system platforms, is the most popular commercial SSL Web server on the Internet with more than 30 percent of the secure web server market.

The transaction was valued at approximately $42.7 million based on an average closing price of Red Hat`s common shares for a seven-day period ended August 16, 2000. Under the terms of the transaction, Red Hat issued 1,992,877 shares of Red Hat common stock in exchange for all of the outstanding securities of Oakland, California-based C2Net. The acquisition has been accounted for as a purchase.

Red Hat continues to broaden its product offerings to provide a single source of complete Internet infrastructure solutions for its enterprise customers. C2Net is the fifth major acquisition for Red Hat in 2000 following the acquisition of: (1) WireSpeed, a leading developer of network and telecommunications software that helps connect a new generation of post-PC and embedded devices to the Internet and secure Web servers like Stronghold; (2) Bluecurve, whose performance management solutions allow organizations to simulate and measure user activity and demands placed on the Internet infrastructure and applications; (3) Hell`s Kitchen Systems, Inc. (HKS), a provider of e-commerce payment processing software critical for any company trying to conduct business on the Web; and, (4) Cygnus Solutions, a top provider of a wide variety of software, tools, services and developer support for servers, real-time operating systems (RTOS) and embedded, post-PC platforms.

[SteffenP]

Related Quotes

LNUX
54 3/8
+3/8

delayed 20 mins - disclaimer


Thursday September 14, 1:04 pm Eastern Time
Press Release
RadioWallStreet.com Talks With VA Linux CEO About Their New Storage Appliance
PHILADELPHIA--(BUSINESS WIRE)--Sept. 14, 2000--Today on RadioWallStreet.com, VA Linux Systems (NASDAQ:LNUX - news) CEO Larry Augustin, discusses their new storage solutions appliance.

This package is the first network-attached storage solution product to offer file sharing across multiple platforms. You can listen to this interview on-demand beginning at Thursday September, 14, 2:15PM Eastern.

To access this RadioWallStreet.com program go to http://radiowallstreet.com. First time listeners may need to download free audio software beforehand linked via the RadioWallStreet.com site. All RadioWallStreet.com interviews and programs are available on-demand and free of charge.

RadioWallStreet.com is the leading multimedia Internet provider of investment news, information and analysis and is a service of Investor Broadcast Network.

About Investor Broadcast Network

Investor Broadcast Network is the leading broadcaster of real-time investment information and analysis on the Internet. With a complete portfolio of web-based broadcast communication services, the company gives investors access to the inner circle of corporate executives and industry experts.

For more information on Investor Broadcast Network visit www.investorbroadcast.com

[SteffenP]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[vschediwie]

Hallo, eine news aus Bloomberg, bis später, volker


Stalker Software`s CommuniGate Pro, Running On VA Linux Server,
Wins Network Computing Magazine Email Challenge; High Marks for Price/Performance and Accuracy

Business Editors/High-Tech Writers

MILL VALLEY, Calif.--(BUSINESS WIRE)--Sept. 15, 2000--Stalker Software and VA Linux Systems, Inc. (Nasdaq:LNUX) today announced that Stalker Software`s CommuniGate Pro was awarded first place in Network Computing magazine`s recent "RFP: No-Fail Email" challenge, based on the email solution that Stalker submitted on a VA Linux 2200 2U server. The CommuniGate Pro/VA Linux entry was given the highest marks in price/performance and had the lowest error rate of six email solutions that were tested and reviewed by Network Computing magazine.

Stalker Software`s high-end CommuniGate Pro messaging system is available for Unix, Linux and NT platforms and is designed to serve 200,000 plus accounts on single server installations. Its unique Dynamic cluster version is designed to support millions of accounts, providing a comprehensive fault-tolerant, heavy-duty mail server solution that avoids relying on ineffective and unreliable file-locking mechanisms. In addition to the normal mail requirements, CommuniGate Pro provides a wide variety of extra features such as delegated administration, multidomain support, SSL, list support, antispam and SNMP management.

In preparing for the Network Computing magazine review, Stalker Software, a member of the VA Linux Solutions Partner Program, selected an ultradense 2U VA Linux 2200 server with a mail server configuration, working with VA Linux sales, marketing and technical staff to configure a system optimized for CommuniGate Pro`s performance in the email challenge. The reliable, scalable VA Linux 2200 series server is a popular solution for Internet applications such as web serving and email.

"We are thrilled with the results of the comparison review and happy to be able to work together with VA Linux Systems. As a leader for Linux solutions, they are a strong partner to bring to our high-availability customers," states Mr. Vladimir Butenko, president of Stalker Software.

"CommuniGate Pro is a full-featured, scalable messaging suite. We are delighted to have worked with Stalker Software through the VA Linux Solutions Partner Program to deliver a highly reliable, winning combination and look forward to similar opportunities in the future," said Kirk Shorte, director of market development, VA Linux Systems.

[vschediwie]

Hallo Freunde,
tut mir leid, dass ich mich schon llänger nicht mehr gemeldet habe, hatte aber zuletztr viel um die ohren

@ich habe mir die mühe gemacht, mal alle zukünftigen unterstützungen rauszusuchen, die wären: 26.5$, 43,02$, und je nach dem bei evtl. 53.24$
die wiederstände liegen bei: 61.5$, 69.76$, 79.98$ und 96.5$ laut fibonacci

@ich habe mal im bloomberg die analstenratings nachgeschut: 100%buy!!, 0%hold, 0% sell
oder konkret: WRHambrecht: strong buy-12.9.
abn amro: outperform 12.9.
CSFB: buy 12.9.
Hornblower: trading buy, 24.8.
Lehman Broth.: outperform, 24.8.
Chase H&Q: buy, 24.8.
DT Banc Alex Brown: strong buy, 14.8.

@news:
-vom 14.9. gibt es eine interview on demand präsentation unter www.radiowallstreet.com, gratis mit dem CEO von VALinux über ihre neue "storage appliance", vielleicht kann sie jemand auswerten und dies hier posten
-vom 14.9.: VLX HAT AN MARKTANTEIL WELTWEIT UND AMERIKAWEIT ZUGEWONNEN!! sie sind jetzt in den usa die zweitgrösste firma und weltweit die drittgrösste im zukunftsmarkt open source linux systeme!!
Und liegen damit weltweit nur hinter Dell und IBM
VA war im 2.quartal für 10.81% der weltweit hergestellten umsätze (usa 20% der umsätze)im serverbereich verantwortlich und der Linuxserverbereich wuchs vom 1. zum 2. quartal um 45%weltweit
-und noch was wegen den einbussen vom 13.9.: die starken verkäufe sind NUR auf gewinnmitnahmen von privaten zurückzuführen, so haben mehrere piv.personen anteile verkauft. der grösste war von 40`789 aktien an der nasdaq von der private capital harvard durch dt. banc alex brown!!
---also geht es weiter aufwärts, es ist noch viel potenzial nach oben, und dies alles fundamental

gruss bis zum nächsten mal
volker

[vschediwie]

Hallo!
Ich bringe wieder eine News von LNUX mit:

On RadioWallStreet.com: the Linux League Monday Edition

PHILADELPHIA--(BUSINESS WIRE)--Sept. 25, 2000--On this edition of Linux League, host Francis Gaskins talks with Robert LeBlanc, General Manager Software Solutions and Strategy of International Business Machines Corporation (NYSE:IBM), about open source initiatives.

Also joining the discussion is Tom Adelstein, acting Chief Executive Officer of Bynari. Companies discussed are Caldera Systems, Inc. (NASDAQ:CALD), Red Hat, Inc. (NASDAQ:RHAT), Hewlett-Packard Company (NYSE:HWP), Intel Corporation (NASDAQ:INTC), Microsoft Corporation (NASDAQ:MSFT), Silicon Graphics, Inc. (NYSE:SGI), Sun Microsystems, Inc. (NASDAQ:SUNW), VA Linux Systems, Inc. (NASDAQ:LNUX), International Business Machines Corporation (NYSE:IBM), SuSe Inc. and TurboLinux Inc.

This event will be webcast Monday, September 25, 2000 at 5:30 PM ET and will be available for replay thereafter. To listen, visit http://www.radiowallstreet.com . After September 25, 2000, acess via this

direct link http://www.radiowallstreet.com/NASApp/RWS/EventPage?ID=41967.

Habe es mir bisjetzt noch anhören können, die Interviews sind aber meistens recht interessant.
Wäre um Eurer Kommentar froh.

Gruss Volker