THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: November 6, 2000 04:13 PM Monday; Rod Welch

VA Linux stock price drops significantly again.

1...Summary/Objective


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SUBJECTS
Open Source Evaluation
Study Needed Demonstrate Open Source Best Strategy, 000601
Open Source Do Something Even If Wrong
Project Management Conflicts Open Source Development
Linux, Open Source Development Requires Good Management Practices
Problems Occurring Due to Poor Management Practices
Earnings Stock Price Drop Builds Demand Better Management

1509 -    ..
1510 - Summary/Objective
1511 -
151101 - Follow up ref SDS 5 0000, ref SDS 4 0000.
151102 -
151103 - ABC News carried Reuters wire story today, reporting that Shares of VA
151104 - Linux Systems Inc. (LNUX.O) plunged 43 percent on Monday morning after
151105 - the developer of software and products for the Linux computer
151106 - operating system warned that its first-quarter results would not meet
151107 - expectations. ref OF 7 XS6J
151108 -
151109 - The Fremont, Calif., company"s stock fell $12-11/16 to $17-5/16 on
151110 - Nasdaq. In pre-open U.S. trading, the shares lost nearly 40 percent of
151111 - their value at $18-3/8 on the Instinet electronic brokerage system,
151112 - down from a close Friday of $30 on Nasdaq. The company expects to
151113 - report a larger-than-anticipated loss in its fiscal first quarter
151114 - because of a slowdown in spending by new Internet customers.
151115 - ref OF 7 WS6N
151116 -
151117 - This supplements report on 001101 that VA Linux experienced problems
151118 - with project management. ref SDS 5 LF7C
151119 -
151120 - On 001031 VA Linux was cited as example of results usng open source
151121 - development. ref SDS 3 RH3L
151122 -
151123 -    [On 001121 letter to DKR team cited lower earnings and stock prices
151124 -    indicate need for better management using KM. ref SDS 7 U46K
151125 -
151126 -
151127 -
151128 -
151129 -
151130 -