> Now my question. Should people holding RHAT sell at
> $85, or will it
> just keep climbing and climbing like MSFT (a factor
> of 1000 in 12
> years) or CSCO (Cisco) (about a factor of 250 in 9
> years), or will it
> do something else :-)
Unfair question. :) But I do know that RHAT's
business model seems pretty viable in light of some
comments Steve Ballmer make at the PaineWebber Growth
& Technology conference in early June. Part of his
talk was pure hype, but that's Microsoft fer ya. The
other part was pretty interesting-- basically, he
seemed to say that software is a service, not a
product that's sold once.
It sounds almost like what he was saying there is that
the code itself is commodity-like and the service is
the real value-added portion that will ultimately be
the heaviest factor in a company's bottom line.
Maybe I read into his comments too much, or maybe
Microsoft has been saying something like this all
along and I just never caught it, but it seems like a
different sort of model, more of a Red Hat sort of
model to me.
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