Message ID: 16533
Posted By: walterbyrd
Posted On: 2003-06-23 09:11:00
Subject: The Cohen Article:

Jonathan Cohen of JHC Capital Management, who is buying shares, says that even if SCO settles for just 10% of the $1 billion, "the impact on the bottom line of SCO, with a market cap of just $115 million, would be huge." Settlement or no, SCO is on track to generate earnings in fiscal 2004 (ending Oct. 31) of $13 million, or $1.30 a share, says Cohen, who sees SCO doubling in 12 months.

Message ID: 16768
Posted By: walterbyrd
Posted On: 2003-06-24 18:19:00
Subject: Jonathan Cohen still pumping SCOX

But not making much sense. Unless he knows something that he is not revealing.

June 24, 2003 05:22 PM ET
SCO Group stands out in tech
Jonathan Cohen

>> It has potential, while many other names in the sector have run up so much they're now too expensive, says money manager Jonathan Cohen.<<

Other names have run up too much? Uh, SCOX is up over 1500% of it's 52 week low, and over 300% of where it was three months ago?

>> • Cohen said the company's stock has done well this year on the back of solid fundamentals. <<

What? SCOX has never had a profitable year. SCOX opperating margin is -25%. SCOX's only profitable quarter was based on non-recuring revenues.

>> • It has an enormous base of intellectual property rights, he added.<<

Everybody who wants a UNIX licence has one.

Message ID: 22739
Posted By: walterbyrd
Posted On: 2003-08-01 10:19:00
Subject: analysts covering this stock?

There is that J. Cohen guy, of JHC Capital. He said he was buying at $9 and the next day SCOX went to $11. He also said that SCO would earn $0.33 a share in 2004 even without winning any lawsuit. He predicted SCO share price would double (to $18) within a year.

J. Cohen is a respected analyst. I think he manages "Royce Fund" or something. Still the fact that he said he was buying, casta doubt on his objectivity. Also, he offered no explaination to how SCO would earn $0.33 a share next

I emailed his office to ask how he came to his bizarre conclusions. His office wrote back and said he never discussed the reasoning for his analysis.

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