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11/07/2004 Archived Entry: "Open Source Wall Street"

More on the starkly captialistic aspects of Linux, and Open Source software in general: I've just discovered a newsletter, Open Source Wall Street, "a weekly journal that provides insight into weekly events affecting the Open Source Community and the impact to investors." It's published by Decatur Jones Equity Partners, about whom I've blogged before -- their Dion Cornett is the first analyst I've encountered who "gets" the Open Source concept, and was the only analyst to correctly predict that SCO would fall to $5 per share when other analysts were predicting a climb to $40. (Actually, Cornett was conservative -- SCO stock seems to have levelled off at around $3 a share.)

I'm particularly pleased with this discovery because it means I no longer have to wait for Cornett's analysis to appear (sporadically) on Groklaw...I now have direct access. I see that the November 1 issue rates Red Hat and Novell as "Outperform." Gee, who'da thunk it...there is money to be made in Open Source software.

brad