thornc i got that info from Deutsche Securities, but then again the name of the game in stocks is to make money and NEVER fall in luv or HATE any particular stock, but you never know what can happen. Then again if i was so smart i'd be rich but i'm not "
"Implications of Novell acquisition for Linux stocks : Deutsche Securities sees today's Linux news as negative for RHAT, neutral for MSFT, and neutral-to-positive for SCOX (this morning NOVL announced the acquisition of Linux provider SuSE and that IBM is making a $50 mln investment in NOVL and plans to extend commercial agreements between IBM and SuSE); firm believes that 1) the RHAT/IBM alliance appears to be compromised and that valuation for SuSE implies that RHAT shares are overvalued, 2) MSFT is competing with Linux in general and long-term issues remain the same, and 3) resolving the SCOX issue could become more important as IBM's commitment to Linux appears as strong as ever. Firm reiterates their Hold rating on RHAT, and Buy ratings on SCOX and MSFT.