Freitagabend Kauf "Red Hat" zu 9,90? / FSE

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18.12.00 12:24

13786 Postings, 7666 Tage ParocorpFreitagabend Kauf "Red Hat" zu 9,90? / FSE

haben die zahlen geschlagen. ibm wird 2001 über 1 mio. in die entwicklung von linux stecken. freitag auch bei nasdaq minus gut geschlagen. bin optimistisch!

hier noch 2 ad hocs:


BREAKFAST WITH THE FOOL
Red Hat Is Red Hot

By Mike Trigg (TMF Tonto)
December 15, 2000


Upon the market's close yesterday, open source software provider Red Hat Inc. (Nasdaq: RHAT) was like a "red-hot chili pepper" when it reported better-than-expected earnings, which indicate the company hasn't felt any adverse affects of the PC slowdown. The company's announcement was highlighted by strong top-line growth and an improved gross margin, propelling it toward profitability in the second half of next calendar year.

The Durham, North Carolina-based Red Hat reported a fiscal third-quarter (ended November 30) net loss -- excluding onetime items -- of $900,000, or $0.01 per share, compared to a loss of $5.5 million, or $0.04 per share, in the comparable period one year ago. The Street consensus expected a loss of $0.02 per share. Revenues grew to $22.4 million from $10.5 million in the year-ago period. That represented 112% and 21% year-over-year and sequential growth, respectively. The company's strong top line is a good indicator of the commercial acceptance for its Linux solutions.

"We are seeing increasingly strong demand for Red Hat leadership solutions," said Red Hat President and CEO Matthew Szulik in a prepared release. "Solid results are being driven by customers consolidating their Unix technologies to Red Hat Linux, increased demand from device manufacturers, and continued execution of a solid business model."

Last night's results are particularly impressive considering the ongoing PC slowdown. In recent weeks, a string of PC-related companies have issued earnings warnings, including Intel (Nasdaq: INTC), Compaq (NYSE: CPQ), and most recently Microsoft (Nasdaq: MSFT). In the conference call last night, management insisted that the company is benefiting from a plethora of companies looking to Linux in order to reduce their cost of ownership. The Linux operating system (OS) is open source and available for little, if any, cost.


However, with only 4% of desktop computers Linux-based, compared to 87% running Microsoft software, commercial acceptance is an uphill battle. Hence, the company has attacked new growth avenues, such as the embedded software market. Embedded operating systems are invisible to the end user, traditionally powering things like robots and radar systems. However, as computing resources expand past personal computers to newer devices -- like handheld computers and kitchen appliances -- a significant opportunity exists. In the recent quarter, the company landed several embedded wins, including a $1 million contract to power the Samsung line of low-power chips.


Nevertheless, not all of the news was positive for Red Hat. In fact, a CNET News.com article quoted an analyst from ABN AMRO that voiced concerns over the Red Hat Network and customers' willingness to pay for the system. The Red Hat Network is an Internet-based service allowing customers to develop, deploy, and manage multiple software platforms, which provides real-time innovation and increases a businesses time-to-market cycle. Over the next several quarters, this will be an important part of Red Hat's business to monitor.

Overall, Red Hat reported a solid quarter and is on track to profitability. The company's efforts in this area are apparent, exhibited by its noteworthy gross margin improvement. In the recent quarter, gross margins improved to 60%. However, check out this sequential progress: 41%, 47%, 54%, 57%, and 60%. According to the company, it will reach profitability by the end of the second quarter next year, which ends August 31.

---------

Red Hat
NASDAQ: RHAT
Rating: BUY (We anticipate the stock will outperform its peer group over the next 12 months.)
Sector: Open Source and Pervasive Computing
Price Target: $15
RHAT: FQ3:01 Results In Line; Maintain Buy with 12-Month Price Target of $15
Prakesh Patel comments on Red Hat's FQ3:01 in-line results, revises estimates, and maintains Buy. Despite the current market environment, Red Hat management is confident that demand for Linux is continuing to grow rapidly. We believe that Red Hat's continued revenue growth will be driven by the consolidation and migration of legacy UNIX systems to Red Hat Linux, increased acceptance of Open Source Solutions by enterprise customers, and the growing demand for Open Source solutions by embedded device manufacturers. We maintain our Buy rating with a 12-month price target of $15.

To view the report online, click here:
http://www.wrhambrecht.com/research/coverage/...otes/rhat20001215.pdf


 

18.12.00 14:49

13786 Postings, 7666 Tage Parocorpred hat räumt awards ab ! :o)

Monday December 18, 8:02 am Eastern Time

Press Release

Red Hat and Their End-to-End Solutions Sweep Product and Corporate Awards In 2000

Recent Recognition at COMDEX Fall 2000 Wraps Up Award-Winning Year for Open Source Internet Infrastructure Leader
RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--Dec. 18, 2000-- Red Hat, Inc. (Nasdaq:RHAT - news), the leader in developing, deploying and managing open source Internet infrastructure, today announced that it received several prestigious awards from leading industry publications and recognition at industry tradeshows in the year 2000. From Red Hat embedded technologies to the Red Hat Linux OS to Red Hat Stronghold Secure Web Server, these awards highlight the growth of the Red Hat product line to provide customers a complete open source end-to-end solution.

Most recently, RedBoot, one of Red Hat's embedded technologies, was Linux Journal's ``Editor's Choice'' at COMDEX Fall 2000 in Las Vegas, Nevada. In addition, Source-Navigator was named ``Best of Show'' in the business application development tools category at the COMDEX Linux Business Expo.

The Red Hat Linux operating system also garnered widespread industry praise in the year 2000, winning Network Magazine's ``Product of the Year'' award and Computer Reseller News Test Center's ``Editors' Choice'' award for the 6.2 Professional Edition. In this comparative review, Red Hat received straight A's in separate categories, with an overall rating of A+.

Additionally, Linux Magazine named Red Hat Linux 6.2 an ``Editor's Choice'' for server distribution, and Red Hat received ``Best Distribution'' for the third consecutive year at the LinuxWorld Conference & Expo in San Jose, California.

Finally, Red Hat Stronghold Secure Web Server received a four-star (out of four) rating from InternetWeek, and Linux Magazine chose Red Hat Stronghold Secure Web Server 3 as their 2000 ``Editor's Choice'' for Web servers.

``Our customers want a single source for complete solutions to build out their Internet infrastructure, and Red Hat continues to broaden its product offerings to deliver comprehensive solutions around a common platform, Red Hat Linux,'' said Matthew Szulik, president and CEO of Red Hat, Inc. ``With powerful and secure Web servers, embedded technologies and the complete chain of development tools to connect devices to the Internet, Red Hat is the single point of contact for open source solutions to develop, deploy and manage Internet infrastructure.''

Red Hat has also received corporate recognition during the past year, including its recent naming to the Standard 100, powered by Epoch Partners, the premiere stock index tracking the Internet Economy. Red Herring also named Red Hat one of the ``Top 50 Public Companies'' in the Red Herring 100, an annual profile of leading public and private companies.

To learn more about the complete end-to-end open source solutions from Red Hat, please see http://www.redhat.com.

Red Hat, Inc.

Red Hat (Nasdaq:RHAT - news) offers users one single, trusted point of contact and a common plaform for developing, deploying and managing open source across Internet infrastructure and devices that connect to the Internet, ranging from small embedded devices to high availability clusters and integrated Web server/ecommerce OSes. And the Red Hat Network, Red Hat's unique management technology, helps companies worldwide easily manage it all by delivering open source products, service, support and information on-line in real-time.

In addition to the award-winning Red Hat Linux server operating system, Red Hat offers Stronghold Secure Web Server and Credit Card Verification Software for secure e-commerce and is the principal provider of GNU-based developer tools and support solutions for a wide variety of embedded processors. Red Hat also provides run-time solutions such as Linux, eCos, uClinux, the award-winning RedBoot, custom engineering services, support and training to organizations in all embedded and Linux markets.

Red Hat is headquartered in Research Triangle Park, N.C. and has offices worldwide. Please visit Red Hat on the Web at www.redhat.com. For investor inquiries, contact Lippert/Heilshorn at (212) 838-3777.

LINUX is a trademark of Linus Torvalds. RED HAT is a registered trademark of Red Hat, Inc. All other names and trademarks are the property of their respective owners.

FORWARD-LOOKING STATEMENTS

Forward-looking statements in this press release are made pursuant to the safe harbor provisions of Section 21E of the Securities Exchange Act of 1934. Investors are cautioned that statements in this press release that are not strictly historical statements, including, without limitation, management's plans and objectives for future operations, and management's assessment of market factors, constitute forward-looking statements which involve risks and uncertainties. These risks and uncertainties include, without limitation, product plans and performance, the ability of Red Hat to attract users to redhat.com, the lack of demonstrated widespread acceptance of e-learning as an effect training tool, reliance upon strategic relationships, management of growth, the possibility of undetected software errors, the risks of economic downturns generally, and in Red Hat's industry specifically, the risks associated with competition and competitive pricing pressures, the viability of the Internet, and other risks detailed in Red Hat's filings with the Securities and Exchange Commission, copies of which may be accessed through the SEC's Web site at http://www.sec.gov.


--------------------------------------------------
Contact:

    Red Hat, Inc.
    Melissa London
    (919) 547-0012
    melissa@redhat.com
    or
    Schwartz Communications for Red Hat
    Bryan Scanlon/Brian Willinsky
    (781) 684-0770
    redhat@schwartz-pr.com
 

19.12.00 09:15

13786 Postings, 7666 Tage Parocorpbleib dabei! o.T.

19.12.00 16:48

13786 Postings, 7666 Tage Parocorphaaaallo, rhat hat nichts mit msft zu tun !

die amis raffen es nicht...
 

22.12.00 19:25

13786 Postings, 7666 Tage Parocorpjemand aus der IT-szene hier ? need help !

erklär mir bitte einer, was hier los ist: okay, hätte mir noch ein wenig zeit lassen können, das ändert aber nichts an meiner bullishen einstellung für red hat. die letzten 3 tage habe ich ja noch mit den schlechten Q-zahlen von MSFT für das absacken des RHAT kurses in verbindung bringen können. heute aber, bei einem nasdaq plus von über 6%, schleicht RHAT im leichten minus. und MSFT über 3$ im plus!!! die Q-zahlen von red hat waren erste sahne, besser als erwartet. fast eine schwarze null! linux ist im serverbereich mehr als konkurenzfähig, stabil, sicher & für IT-leute superkomfortabel. der support für die pentium IV-generation ist sogar besser als die von MSFT! zudem ist es um ein vielfaches günstiger als die produkte von MSFT... warum wird das an der börse nicht honoriert??? es rieselt kaufempfehlungen und vorteile... versteh es einfach nicht...

merry x-mas!  

22.12.00 19:56

2529 Postings, 7599 Tage LinusWarum sollte es von der Börse honeriert werden...

wenn es günstiger ist ???

Lies mal meinen Microsoft Artikel. Da sehe ich die Zukunft !!!

Gruss Linus

P.S. Bin nicht verwandt mit dem Linux Man. Aber recht hast du natürlich, das System ist stabil und findet immer mehr Beachtung !!!  

22.12.00 20:06

10721 Postings, 7532 Tage GruenspanAlles schön und gut mit Red Hat aber

solange die Kosten für Werbung die des Umsatzes um das Dreifache übersteigen, was laut Analysten auch in Zukunft so sein wird, um das System zukunftsorientiert zu etablieren, werden wohl Fonds, und nur solche können diesem Wert auf die Sprünge helfen, wenig Interesse zeigen.



                                  Gr.Gr.  

22.12.00 21:20

2504 Postings, 7623 Tage foscaLinux

ist im Server-Bereich nicht nur konkurenzfaehig, sondern fuehrend.
Allerdings kenne ich kaum Leute, die in diesem Bereich Red Hat nutzen. Ich persoenlich wuerde fuer diese Zwecke Debian voziehen.
Fuer Anfaenger ist Caldera sehr gut geeignet, SUSE liefert die meiste Software mit, ist aber sonst ziemlich bescheiden usw.
Also, erstens kann man sich Linux kostenlos aus dem Netz ziehen und zweitens gibt es jede Menge Anbieter.

 

04.01.01 11:06

13786 Postings, 7666 Tage ParocorpVK Red Hat heute morgen bei

8,40?... tut zwar in der seele weh, aber... :(

 

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