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Urgent: Analyst Questions for SCO     19-Dec-03 05:27 pm    
There are a number of analysts that follow SCO, even if they don't provide coverage. Many of these will be on the call Monday. Suffice to say there is interest from some of the analysts regarding the sorts of questions we would ask, given the chance.

Please help out... this is important. Please stay in this thread as you make replies, and I will post a summary Sunday afternoon. The questions should be posed in such a way that investors better understand risk/reward. To kick things off, I propose the following with more to follow later:

* If you were to place SCOSource revenue into two buckets, bucket 1 solely pertaining to enhanced rights to utilize UNIX source, and bucket 2 for licensing of SCO IP contained in Linux, will you please identify what portion of revenue from this quarter falls into the second Linux bucket?

* Same question, but relative to guidance for Q1.

* You previously mentioned that the expected run rate for legal fees would be about $1MM per quarter. Given the experience you have now with the costs of ongoing litigation, do you see any reason to revise that estimate?

* Regarding your ongoing litigation against IBM, do you feel that the involvement of SCO employees in enterprise Linux development efforts might possibly compromise the strength of your evidence in that case?


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stdsoft0

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  Subject Author Rating Time of Post (ET)  
 
Urgent: Analyst Questions for SCO
stdsoft0 Not rated 19-Dec-03 05:27 pm  
 
PERIOD ENDING...31-Jul-03...30-Apr-03...31-Jan-03....
yogi61bear Rate it 19-Dec-03 05:34 pm  
 
Regarding the SEC filings relating to RBC/BS veto ...
heimdal31 Rate it 19-Dec-03 05:35 pm  
 
if rbc is both long and short, then it should...
walterbyrd Rate it 19-Dec-03 05:47 pm  
 
Maybe if they see the 20% payouts as acc...
heimdal31 Rate it 19-Dec-03 05:55 pm  
 
Could it be that baystar/rbc really...
walterbyrd Rate it 19-Dec-03 07:00 pm  
 
Following on to the questions about the scope...
miss_cleo_p... Rate it 19-Dec-03 06:06 pm  
 
Sorry, should have put this in the last one, In y...
heimdal31 Rate it 19-Dec-03 05:41 pm  
 
Two questions going to the heart of the SCO v...
miss_cleo_p... Rate it 19-Dec-03 06:31 pm  
 
Miss Cleo, Good stuff. ...
stdsoft0 Rate it 19-Dec-03 07:41 pm  
 
Miss Cleo finds the spirits are wit...
miss_cleo_p... Rate it 19-Dec-03 08:26 pm  
 
...
stdsoft0 Rate it 19-Dec-03 09:58 pm  
 
> Regarding SCO's earlier legal filings, why ...
jjjacq Rate it 20-Dec-03 06:27 pm  
 
You have been groklawed. ...
i_am_fava Rate it 19-Dec-03 06:46 pm  
 
Why give them wiggle room at all? Be direct. Why...
fuzzywzhe
Online Now
Rate it 19-Dec-03 08:10 pm  
 
Miss Cleo has more questions for review and refine...
miss_cleo_p... Rate it 19-Dec-03 09:07 pm  
 
...
diogenese19... Rate it 19-Dec-03 10:30 pm  
 
Will SCO re-approach the ATT settlement with Unive...
ScotPB Rate it 20-Dec-03 03:21 am  
 
Question and follow up: You claim that IBM and SG...
aug9_2003 Rate it 20-Dec-03 06:28 am  
 
Does SCO intend to idemnify users of SCO software ...
it3madden Rate it 20-Dec-03 08:46 am  
 
Here are some quick questions. I think they are m...
bindicap Rate it 20-Dec-03 05:58 pm  
 
I have several questions I would ask... 1. Will S...
bretlevy Rate it 20-Dec-03 06:03 pm  
 
As promised, here is an attempt to distill the man...
stdsoft0 Rate it 21-Dec-03 02:33 pm  
 
The following are suggested analyst questions rega...
stdsoft0 Rate it 21-Dec-03 02:34 pm  
 
>Q: If you lose your case against IBM and the...
neilplatfor... Rate it 21-Dec-03 04:44 pm  
 
The following are suggested analyst questions rega...
stdsoft0 Rate it 21-Dec-03 02:34 pm  
 
The following are suggested analyst questions rega...
stdsoft0 Rate it 21-Dec-03 02:34 pm  
 
>Q: During the discovery phase of the IBM mat...
neilplatfor... Rate it 21-Dec-03 04:51 pm  
 
Useful litigation question addition from Grok...
heimdal31 Rate it 22-Dec-03 12:07 am  
 
The kernel developers have said all alon...
peecee_user Rate it 22-Dec-03 12:14 am  
 
SCO could insist that there code is...
eamacnaghte... Rate it 22-Dec-03 12:17 am  
 
...
eamacnaghte... Rate it 22-Dec-03 12:27 am  
 
>>...
heimdal31 Rate it 22-Dec-03 12:28 am  
 
> [...] letter is to...
mcbride4pri... Rate it 22-Dec-03 04:42 am  
 
>>I think that ...
walterbyrd Rate it 22-Dec-03 04:54 am  
 
Some offic...
party_with_... Rate it 22-Dec-03 05:00 am  
 
When you l...
party_with_... Rate it 22-Dec-03 05:09 am  
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