[linux-elitists] WRH+Co Weekly Research Newsletter v2.1 Jan-07-2000 (fwd)
Fri Jan 7 14:26:48 PST 2000
WRHambrecht really surprised me with the excerpt below
_Deirdre * http://www.linuxcabal.net * http://www.deirdre.net
"Mars has been a tough target" -- Peter G. Neumann, Risks Digest Moderator
"That's because the Martians keep shooting things down." -- Harlan Rosenthal
<Harlan.Rosenthal@Dialogic.com>, retorting in Risks Digest 20.60
---------- Forwarded message ----------
Date: Fri, 7 Jan 2000 12:18:32 -0800 (PST)
Subject: WRH+Co Weekly Research Newsletter v2.1 Jan-07-2000
\|/ ANALYST INSIGHTS \|/
-<Open Source - WRH+Co Initiates Coverage on Andover.Net (ANDN)>-
WRH+Co initiated coverage of Andover.Net with a Market Outperform, our
highest rating. We believe Andover.Net has a tremendous market
opportunity for the following reasons:
The Open Source methodology is an entirely new paradigm in software
development, sales, marketing, and distribution that has fundamental
advantages over current, proprietary development methodologies. This
disruption will likely cause traditional IT players to loose business
to the new entrants that will define the new industry and capture new
We believe investors should not underestimate the importance of
Andover.Net to Linux and Open Source software development. Andover.Net
is one of the companies helping bring about a significant change in the
corporate IT marketplace. More specifically, through its collaboration
platform, Andover.Net is able to aggregate developers and users of Open
Source projects, and to facilitate the communication that spawns this
new software development process.
ANDN also has an attractive demographic from an advertising standpoint.
Andover.Net has a leading market share of the Linux/Open Source
community traffic (58%).
Andover.Net plans on leveraging the active participation of the large
developer base to engage in three revenue lines: 1) advertising from
its site; 2) ecommerce sales; and 3) creation of Corporate Services.
Keys to growth will be strategic acquisitions, continued attraction of
Open Source developers, and development of new and compelling corporate
services based on the knowledge created at its collaboration sites.
The entire report on Andover.Net can be read at
Open Source & Info Appliances Page:
The IPO market made financial news headlines in 1999, with a total of
543 deals raising $100.7 billion. This record year eclipsed the
previous top of 820 IPOs in 1993 raising $57.9 billion. These newly
public companies ran the gamut from old familiar names such as UPS, to
cutting-edge business segments involving business-to-business
ecommerce, Open Source/ Linux and e-frastructure, to name a few.
Additional Linux deals are expected to come to market in 2000 as this
operating system continues to gain momentum. Some companies expected to
go public in this space this year are Atipa, Caldera, and Linuxcare.
Another sector to watch is Enterprise Information Portals (EIPs), where
the portal takes on a whole new meaning in the corporate world.
Companies in this space include Epicentric, Glyphica, and Plumtree.
\|/ New WRH+Co Research \|/
ANDN Initiating Coverage Report
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