Assuming the market stabilizes, I agree with your
guess. However, I think this will take at least .11 on
the earnings and a very positive CC. I expect both of
those to happen so we'll see tomorrow afternoon.
When I spoke with SCOC yesterday it
was primarily to ask about Monterey 64 being 90% AIX.
They didn't give me a direct answer.
But said even
if true it definitely did not mean that revenue was
split that way.
Since Monterey 64 is to run on Intel
processors, and since it's SCOC that has the expertise on
Intel, their input is critical to the success of the
project and that is reflected in the revenue split.
course they didn't tell me what the % split would be.
Whatever the split as long as SCOC's current product
offering continues to grow then revenue from Monterey 64
will be additive and just increase SCOC's top and
I also asked about IBM's middleware
being ported to unixware and was assured that
absolutely they were working on that.
respect to IBM promoting unixware I was assured that
there definitely were some joint promotion programs in
This was something that Michels
mentioned at the last conference. Then, he indicated we
might hear something about them around the SCO Forum.
That didn't happen but I assume we should hear about
these sometime in the not to distant
He probably sold shares to pay for the big party
at his house during the conference last week.
Even if he did want to take some shares off the board,
which I doubt, insiders usually buy too soon and sell
notice the filinf said on or about 24 Aug, so,
it's history, done deal, no big deal, right before
recent run began so one can assume that he needed the $
for some purpose, happens all the time, no one else
selling, last officer sale was, I think, a year ago. Now,
have you heard anything about the company's
discussions with RHAT? That would be interesting and makes
Yes I got back in yesterday and wish I had waited
I really wish Michels would have
consulted with me before deciding to sell. It looks like
it's only about 1% of his ownership so it really isn't
a big deal but it will probably effect the price
I liked the fact that IBM Netfinity
division finally showed a glimmer of support for unixware.
I am hoping it is just the start of a more
agressive effort by IBM to push unixware.
think there is a small chance that Monterey could
Which would have a very nasty impact on the
As long as that doesn't happen I see a stream of
only good news for the next year - which should
translate to an increasing stock price.
You sold a few days ago are you back in?
really appreciate your content-driven input. Personally
I think it's remarkable that the stock has
established a pattern of high volume upday/very low volume
Well the netfinity web page on the IBM website
posted the news regarding the AIM benchmarks.
very good to
If the above link doesn't work then it's on the IBM
site under http://www.ibm.com/servers
select news and awards
I checked all press
releases listed since last summer on the Netfinity site.
About 32 not including the most recent ones.
was only one mention of unixware and that was once
a standard mention as an operating
These latest put the focus directly on SCOC.
moreover for now they have posted the same info in four
different ways - as though they want to be sure that nobody
I hope this marks the start of an
effort by IBM (hopefully an aggressive effort) to
it always dips down a bit. it may rebound, it may
not, it depends on market sentiment....maybe i should
start an investment group Mr. buy high sell higher!
Luckily for me I shorted....you probably did too, as for
everyone else,,,,never listen to someone like him