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