no_thanks's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/238322/comments http://seekingalpha.com/article/88749-sourceforge-undervalued-open-source-stock?source=feed#comment-222899 222899
I'd buy their stock in a hot second if I thought that someone like RHT might buy them. RHT turned their equally steller IPO and opportunity into a $5B market cap. But RHT is full of people who really get open source, not a a consulting firm that jumped on the badnwagon. And RHT isn't in the content business. And content is all LNUX has to offer.

SourceForge(t) is a parking lot, and a cash/bandwidth hemorrhaging sieve. And they offer a service no one actually needs to exist (certainly not enough to pay for, especially given the declining cost of bandwidth and rising number of feature rich competitors from CollabNet to JasperSoft), but are willing to take advantage of. Slashdot carries the whole shebang and even they don't have the inbound ad revenue they should. Speaking of ad revenue, GOOG doesn't "subsidize" Firefox, they flat out pay them to be the default search tool bar. If you break that down to a cost per user, $.41 per user per year, assuming 120M users, you'll see that GOOG can afford to shit that cash at Firefox forever to get that user base. SUNW knows even less about and has even less success with open source than LNUX, so they'd only ride that torpedo all the way into the ground like Slim Pickens in Dr. Strangelove. Speaking of movies, LNUX reminds me of the line in "Swingers." "You got these claws and fangs and there's this scared little bunny of an opportunity, and you don't know what to do with these claws and fangs..." It's not in LNUX DNA to salvage this situation, and it's not worth it to the most likely suspects to bail them out. For example, RHT shareholders would issue a resounding WTF to buying a user generated news company.

Dump sf.net and sell /. and maybe they're worth looking at, but even then it's a $20M a yr company at best.

]]> Tue, 05 Aug 2008 04:45:05 -0400
I'd buy their stock in a hot second if I thought that someone like RHT might buy them. RHT turned their equally steller IPO and opportunity into a $5B market cap. But RHT is full of people who really get open source, not a a consulting firm that jumped on the badnwagon. And RHT isn't in the content business. And content is all LNUX has to offer.

SourceForge(t) is a parking lot, and a cash/bandwidth hemorrhaging sieve. And they offer a service no one actually needs to exist (certainly not enough to pay for, especially given the declining cost of bandwidth and rising number of feature rich competitors from CollabNet to JasperSoft), but are willing to take advantage of. Slashdot carries the whole shebang and even they don't have the inbound ad revenue they should. Speaking of ad revenue, GOOG doesn't "subsidize" Firefox, they flat out pay them to be the default search tool bar. If you break that down to a cost per user, $.41 per user per year, assuming 120M users, you'll see that GOOG can afford to shit that cash at Firefox forever to get that user base. SUNW knows even less about and has even less success with open source than LNUX, so they'd only ride that torpedo all the way into the ground like Slim Pickens in Dr. Strangelove. Speaking of movies, LNUX reminds me of the line in "Swingers." "You got these claws and fangs and there's this scared little bunny of an opportunity, and you don't know what to do with these claws and fangs..." It's not in LNUX DNA to salvage this situation, and it's not worth it to the most likely suspects to bail them out. For example, RHT shareholders would issue a resounding WTF to buying a user generated news company.

Dump sf.net and sell /. and maybe they're worth looking at, but even then it's a $20M a yr company at best.

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