Message ID: 270194
Posted By: thaddeusbeier
Posted On: 2005-06-01 17:05:00
Subject: Conference call preamble

Blake Stowell says that they'll only take questions about their Core UNIX business.


Message ID: 270203
Posted By: atul666
Posted On: 2005-06-01 17:14:00
Subject: Call starting up...

I heard someone cough, and now the music's stopped....

Blakey's talking now. Only taking questions on core Unix business today. Huh. Are they allowed to do that?

Now the long disclaimer about forward looking statements, blah blah blah. He's reading off a crib sheet.

Darl: Productive, business as usual quarter for SCO, free of media drama. Increased revenue, better performance across "all geographies".

Focus on commercial success in the marketplace, allegedly.

Now on to Bertie boy. $2M loss this quarter. Revenue $18M in first half, vs $21 first half last year. Unix rev declined $1m to $9m.

General & admin costs "unusually high" due to all that restatement business. S&M, R&D costs will stay steady, he says.

SCOSource = $30k, about what I predicted yesterday. Yay! Getting this $30k cost $2.9M.

Trolltech thing, blah blah.

Total of $8.2M remaining after money to BS&F, which is up from last quarter.

Wins in this quarter, according to Darl: Costco, Thomson, McD, Siemens, Argos, People's bank of India, Carrefour, some others I didn't catch.

Legend twice as fast as old OpenServer. Product launch in NYC coming up. SCOForum in August.

No lengthy report on litigation, but here's some info....

Message ID: 270217
Posted By: atul666
Posted On: 2005-06-01 17:26:00
Subject: Re: Call starting up...

..ok, missed a bunch of Darl's blather when somebody wandered by the desk asking questions...

Now he's ranting about AutoZone.

Darl insists AZO admitted copying code. Even though they aren't going for a PI. Yeah. Right. But they aren't going to discuss it at all in questions. Very adamant about this.

Yay, Al's on first!!! Headcount hasn't changed. Baystar should be effective soon, says Bert. The volume limit stays in place, and nothing about compensation for the months when they couldn't sell. They'll begin the recission this quarter, but probably not done by this quarter. Bert expects it to be resolved by Q4.

Sounds like they cut Al off.

Now Bob Mims is on, wanting to know why the numbers look better, since it's not just TrollTech. Bert says it's due to additional Unix revenue. Also drop in expenses due to lawsuit, $400k less this q than last. Darl jumps in to say how excited he is about Legend. Again. Darl just said "go forward basis". Well over 100 customers at Yankee Stadium.

No more questions, already. "Quiet Q&A session." No sign of MOG! Weird!

Wow, that was really, really short.

Message ID: 270221
Posted By: nobbutl
Posted On: 2005-06-01 17:26:00
Subject: Is that *IT*?

No Maureen
Nobody from the tame institutions

Message ID: 270232
Posted By: nobbutl
Posted On: 2005-06-01 17:40:00
Subject: Waaaah!

What the heck are we all supposed to *do* for the next twenty minutes?

You damn swindlers! Entertain me! Its your *duty* dammit!

Message ID: 270468
Posted By: moonrealestate2000
Posted On: 2005-06-02 06:55:00
Subject: SLT's Bob Mims take on the CC

Bob Mimes of The Salt Lake Tribune now has his article on SCO's second quarter online:

"SCO earnings report shows losses are slowing"

He gives us the numbers, features Laura DiDio and Grege Weiss for comments (they both say SCO's future hangs on the Open Server 6 release and the outcome of the IBM litigation) and reminds his readership on the possible impact the Novell case might have. In contrast to the fast produced article CNET's Stephen Shankland issued after the conference call, Mimes did not reproduce Darl's missleading comments on the AutoZone case.

Humor parts of the article are:

"We continue to focus on commercial success in the marketplace," McBride told a Wednesday teleconference audience


"The good news is, there might be [OpenServer 6 (Mimes)]," she [Laura Didio (I)] added. "No one has ever complained about the Unix product line."

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