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<HTML><HEAD> <TITLE>BBS水木清华站∶精华区</TITLE></HEAD><BODY><CENTER><H1>BBS水木清华站∶精华区</H1></CENTER>发信人: linuxrat (叫我老鼠错不了), 信区: Linux <BR>标 题: Be goes pub, but doubts persist about its future <BR>发信站: BBS 水木清华站 (Thu Dec 30 18:23:41 1999) <BR> <BR> hoho~~~~ Happy hacking....what? Of course what it should Be. :))) <BR> ____________________________________________________________________ <BR> <BR> Be goes public, but doubts persist about its future <BR> By Michael Kanellos and Stephen Shankland <BR> Staff Writers, CNET News.com <BR> July 20, 1999, 1:05 p.m. PT <BR> <BR> Operating system developer Be Incorporated launched its initial <BR> public offering today, but some wonder if the company's too late to <BR> the party. <BR> <BR> Be's stock opened at 6 and edged up 2.06 on its first day of <BR> trading, but software developers and analysts say that the <BR> company's window of opportunity to become a force in computing may <BR> already be closed. <BR> <BR> The status of the company's operating system, the BeOS, as an <BR> alternative to operating systems from Microsoft or Apple Computer <BR> has largely been supplanted by Linux. Be's main target <BR> market--operating systems for so-called Internet appliances such as <BR> TV set-top boxes--is competitive and nearly nonexistent so far. <BR> Furthermore, profits, partners, customers, and support from <BR> software developers also remain elusive. <BR> <BR> More from CNET Investor <BR> Quotes delayed 20+ minutes <BR> <BR> "The technology is fine, but it's a little late," said Lou <BR> Mazzuchelli, an analyst with Gerard Klauer Mattison. "If you are <BR> going to go with one of the off-the-beaten-path OSes, you will go <BR> with Linux." <BR> <BR> Be, he added, has "a very tough road ahead of them." <BR> <BR> A look at Be's opening price provides argument for both supporters <BR> and detractors. The stock rose to 8.5 a share by 11:30 a.m. PT, 2.5 <BR> over the opening price. But Be had originally planned an opening <BR> price between 8 to 10. <BR> <BR> Risky business <BR> Be was founded in 1990 by former Apple executive Jean-Louis Gass閑 <BR> as, essentially, an alternative to Apple. The Be system stressed <BR> ease and multimedia. Demonstrations of BeOS prototypes became a <BR> standard, and often well-attended, part of many technology <BR> conferences in the mid-1990s. <BR> <BR> In 1996, Apple attempted to negotiate a purchase of Be, but <BR> discussions foundered over price. Apple eventually chose to <BR> purchase Next Software, which was run and part-owned by Apple <BR> cofounder Steve Jobs, for $400 million, far more than the company <BR> was offering Be. <BR> <BR> Since then, Be has been developing its operating system and landing <BR> some bundling deals with companies like Hitachi and Microworkz. <BR> Outside investors include Intel. <BR> <BR> This past February, the company offered to give its system free to <BR> computer makers on the condition that it was the first interface a <BR> consumer would see. Few takers arrived. In May, the company more <BR> seriously began discussing the Net appliance market. <BR> <BR> The company will issue six million shares in the public offering <BR> and use the money for, among other tasks, increasing its sales and <BR> research budgets and kicking off a "Be Everywhere" campaign, <BR> according to filings with the Securities and Exchange Commission. <BR> <BR> Be frankly lays out the risks inherent in the operating system <BR> field in the forms filed with the SEC. Among other challenges, the <BR> company states that it is trying to compete against existing <BR> institutions with greater technical, marketing, and financial <BR> resources. Success depends upon gaining the support of software <BR> developers, which may never occur. The Net appliance field looks <BR> promising but may never completely take off. <BR> <BR> In addition, the company states: "We have only one product that may <BR> never gain broad market acceptance." <BR> <BR> In the past three years, Be's revenue has climbed but so have <BR> losses. In 1998, revenues came to $1.2 million, but net losses <BR> totaled to $16.9 million. For the first quarter of 1999, revenues <BR> grew to $309,000, but losses came to $5.8 million. Overall, the <BR> company has accumulated debt of $54.6 million. <BR> <BR> Observers agree with Be's assessment of the marketplace. Nearly <BR> every software company is driving into the still-emerging Net <BR> appliance market with products that will, effectively, perform <BR> similar functions. Inertia favors the existing powers. <BR> <BR> "The problem is that there is a lot of overlap between what they <BR> are going to do and what Microsoft is doing," said Ashok Kumar, an <BR>
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