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An analysis of SCO Group (IT Manager's Journal)
IT Manager's Journal (an OSDN site, it seems) has unwittingly given us a
view into the bizarre mindset of investment analysts with this
long-winded "analysis" of the SCO Group. "In addition, if SCO
Group's various lawsuits were to result in reduced demand for Linux, from
both current and potentially new large enterprise customers, then that
could be negative for Linux-related stocks such as SCOX."
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An analysis of SCO Group (IT Manager's Journal) Posted Feb 16, 2004 16:04 UTC (Mon) by klog (guest, #19514) [Link] This a joke "Analysis", right?
I think he's paid by the word Posted Feb 16, 2004 16:06 UTC (Mon) by leonbrooks (guest, #1494) [Link] Unlike D'ohl, who appears to be paid by the cringe-second.
An analysis of SCO Group (IT Manager's Journal) Posted Feb 16, 2004 16:30 UTC (Mon) by mattdm (subscriber, #18) [Link] That particular quote is bizzare. However, if you read on, you'll see that she actually *has* been following the case. She just believes that a) it's possible that SCO's claim of ownership of the "ABI" header files will stand, b) that SCO has some _real_ code hidden up its sleeve, and that c) SCO's delaying/treasure-hunting ("treasure hunt" is her words, even) tactics will delay any possible resolution for a very long time. Perhaps a more fair summary quote would be: "While a long position in SCOX could yield a substantial return on the long side, it could also decline substantially in value. Consequently, it looks like a high-risk investment." And to be fair, SCO *is* a Linux-related stock -- she just doesn't mention *what* relationship.
An analysis of SCO Group (IT Manager's Journal) Posted Feb 16, 2004 21:17 UTC (Mon) by lakeland (subscriber, #1157) [Link] And to be fair, SCO *is* a Linux-related stock -- she just doesn't mention *what* relationship.I slightly disagree. She may have not said it in so few words, but she basically described the relationship as that of a parasite. Notice how she said their revenues were dependent on high adoption of linux, and how she said income was revenue driven by sales of IP to linux users. She even said that if the court ruled too much in their favour (pushing down linux adoption) then it might be bad for them (because a parasite needs a strong host). It isn't how SCOX used to be linux related, but then shareholders don't care much for history.
An analysis of SCO Group (IT Manager's Journal) Posted Feb 16, 2004 16:38 UTC (Mon) by gthaker (guest, #3728) [Link] I have not read all posted comments, but did anyone notice thatshe is a adjunt professor at columbia univ, same place where FSF's Eben Moglan (sp?) is a professor. Don't these folks ever talk to each other? Gautam
An analysis of SCO Group (IT Manager's Journal) Posted Feb 16, 2004 17:22 UTC (Mon) by mattdm (subscriber, #18) [Link] Heh. Universities are huge -- Columbia has over three thousand full-time instructors, let alone part time. Who *knows* how many adjunct professors they have....
An analysis of SCO Group (IT Manager's Journal) Posted Feb 16, 2004 17:59 UTC (Mon) by mmarq (guest, #2332) [Link] "For those that care to own SCOX, I see the longer-term investment story as being revenue-driven,rather than EPS-driven..."And here is prove that even a University Professor could also be completly ignorant about realitys!!... Its amazing!... is this a payed comment from someone totally out of the SCOX affair,... or what ?... Revenue Driven ??... based on Unixware ??... i dont know if i'd laugh or if i'd get mad with total lack of... everything. SCOX was already getting moribund before Darl. Their only chance was a clear bet on Linux. But DarK Darl prefered extortion and dumped Linux... now that the scam is about to fail SCOX is nothing but a zombie... and is common sense how much more scared to dead women can be of this zombie things, than men, but Melannie Hollands should at least try to see from a far distance this walking corps named SCOX, before making such analisys.
An analysis of SCO Group (IT Manager's Journal) Posted Feb 16, 2004 20:52 UTC (Mon) by sommere (guest, #14168) [Link] hey, that just means that in the long term, the stock price will be directly related to revenue. Since revenue will be low, so will the stock price.Also, I don't know whether licencing linux (assuming the 1/1000000000 chance that that ever happens) would be considered revenue... (as opposed to litigation related settlements)
Revenue driven Posted Feb 16, 2004 21:07 UTC (Mon) by lakeland (subscriber, #1157) [Link] Keep reading. She means revenue from selling those silly 699 licences tolinux users.
Revenue driven Posted Feb 16, 2004 22:45 UTC (Mon) by rankincj (subscriber, #4865) [Link] Indeed. Too bad that Linux couldn't be distributed with such a license attached. (Or have I misunderstood that bit of the GPL?)
Adjunct Professorship Posted Feb 17, 2004 15:02 UTC (Tue) by Max.Hyre (subscriber, #1054) [Link] An adjunct professor is to a [full] professor roughly as a day laborer is to a partner in an architectural firm. The two types might meet at the coffee machine on site, but they otherwise move in entirely different circles. Adjunct professors are hired by the semester, and otherwise have no relationship to the college. They're often found teaching those courses listed in the schedule as being taught by ``staff''.
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