Subject: Re: I believe your VA numbers
From: shapj@us.ibm.com
Date: Sat, 11 Dec 1999 15:58:37 -0500

My *personal* impression is that VA Linux Research and RedHat have both
inherited the internet bubble in their current valuations, and that both
will consequently suffer if and when that bubble collapses.

However, note that both companies offer something of value, and that the
very collapse of the bubble will help them differentiate into a stable
outcome if they position correctly.

Jonathan S. Shapiro, Ph. D.
Research Staff Member
IBM T.J. Watson Research Center
Email: shapj@us.ibm.com
Phone: +1 914 784 7085  (Tieline: 863)
Fax: +1 914 784 6576