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| subject: | Re: Wall Street Leans Toward |
From: "John Oellrich"
Egan,
Sucked you in ;->
--
john
oellrich{at}earthlink.net
"Egan Orion" wrote in message
news:3dbba97d$1{at}w3.nls.net...
> Open Source distros and service providers will make enough to survive,
> and that's good, but experience so far has shown they won't get rich.
> Yet that's okay -- they're making a living doing what they enjoy, and
> contributing to the general welfare in the process. That's honorable.
>
> One needs to make a distinction between vendors leveraging Open Source
> and customers using it. IBM is doing a good job as a vendor of using
> Open Source to provide an easy upgrade path across all their lines of
> servers, the x/series (Intel), i/series (AS/400), p/series (Power3/4),
> and z/series (mainframe). What IBM is also doing is commoditizing the
> collateral competitor for customer dollars, the OS software component.
> This leaves their customers with more budget dollars for IBM hardware.
> HP seems to have stumbled in trying to execute this stategy. Sun has
> yet to show they're serious or even know how to make it work for them.
>
> Customers who migrate to Open Source for significant IT infrastructure
> are the real winners, so far. Amazon, the large Wall Street brokerage
> houses, and others have saved millions of dollars by replacing costly
> proprietary systems with Linux. In this economy, it's very attractive;
> I've seen ROI's based on cost savings in the range of 900%, first year,
> based upon installing Linux servers versus upgrading a proprietary Unix.
>
> I expect to see vendors leveraging proprietary products with Open Source
> frameworks. RealNetworks will release source code (but not the codecs)
> attempting just this sort of thing on Tuesday. Ximian is already doing
> this with their proprietary Exchange Connector for Evolution. This will
> be interesting to see if such vendors can pull this off, and make money.
>
> Cheers,
> Egan
>
>
> Joe Barr wrote:
> > I don't know if there is a good investment for making money in open
source.
> >
> > The value of open source is the reduction of operating costs. I would
> > think firms like Burlington Coat, Home Depot, and other adopters of open
> > source technology would have better margins than the competition.
> >
> > See ya,
> > Joe Barr
> >
> >
> > On Wed, 23 Oct 2002 21:31:00 +0000, THURSTON.ACKERMA wrote:
> >
> >>JB>With a handful of key Wall Street brokerage firms acting as
icebreakers, Lin
> >>JB>is quickly gaining ground on Unix and Windows as a
mission-critical
operatin
> >>JB>system within the securities industry. The attractions: its
flexibility acro
> >>JB>systems and the savings it yields through the use of commodity
hardware.
> >>
> >>I love it when anti-capitalists start to particiapate in the free
> >>market. What is a couple good market stocks to watch for Joe?
> >>
> >>Ciao, Ack.
>
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