SCO v. IBM

Message ID: 138748 Posted By: rgriffith64 Posted On: 2004-05-31 13:25:00 Subject: Tomorrow: day before earnings (red) Recs: 4 SCO has a 2nd quarter earnings call scheduled for 11pm EST on Wednesday June 2. http://ir.sco.com/ReleaseDetail.cfm?ReleaseID=135593 For information on how to get in or listen to a web cast. Essentially there is 1 trading day before the call. In light of this, what should we see tomorrow. Lately the volume has been extremely light and there has been no discernable "paining" action pumping the price to unheard of levels. The current value of SCO is bobbing about the cash-on-hand value of the company. Negative earnings and outlook could drop this value. I doubt SCO will say anything but good things about the lawsuits, if they say anything at all. I expect flaming red earnings report: 1) continued cash (or equivalent) payments to lawyers (why not on commission??) 2) dropping legacy revenues 3) very little SCO source revenues ...

Message ID: 93206 Posted By: rgriffith64 Posted On: 2004-02-12 09:36:00 Subject: Damn the torpedoes Recs: 1 Full speed ahead and damn the torpedoes, has been Darl McBrides approach since this started. Darl admitted SCO was "a quarter or two from bankruptcy" when it started. To make it work they had to proceed with only the target in view. Even the early letters with Novell reflect this, Novell citing the contract, SCO flatly denying anything that might slow them down. It has been a wonderful charge. I believe one of the torpedoes has now hit home. We now await the explosion and sinking. ------------------------------------------------------------ The text of this Yahoo Message Board post has been licensed for copying and distribution by the Yahoo Message Board user "rgriffith64" under the following license: License:  CC Attribution-NonCommercial-ShareAlike v2.0 ------------------------------------------------------------