That assumes they settle but my guess is that IBM will fight it and that
SCO will not win in which case they get nothing and their stock will tank.

--------------------------------------------------------------------
Lionel B. Dyck, Systems Software Lead
Kaiser Permanente Information Technology
25 N. Via Monte Ave
Walnut Creek, Ca 94598

Phone:   (925) 926-5332 (tie line 8/473-5332)
E-Mail:    [EMAIL PROTECTED]
Sametime: (use Lotus Notes address)
AIM:        lbdyck



richard truett <[EMAIL PROTECTED]>
Sent by: Linux on 390 Port <[EMAIL PROTECTED]>
06/13/2003 08:50 AM
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Linux on 390 Port <[EMAIL PROTECTED]>


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Subject
Re: Showdown looms for SCO-IBM?






SCO would have been a good bet this AM.  The stock is up $1.64 to $10.69 a
share.

The current wire on SCO is:
7:24AM SCO Group might be due for significant payout -- B-Week (SCOX)
9.05:
SCO Group, which provides UNIX-based software and is the owner of the
license
to distribute the UNIX platform, might receive $1 bln from a previous
lawsuit
it filed in Mar against IBM. In addition, the stock has gone from $3.55 in
mid-May to $8.65 on June 11th due to an earnings surprise of a profit
totaling $4.5 mln or $0.33 per share vs. last year's loss of $0.47 per
share.
A fund manager says that even if SCO settles for just 10% of the $1 bln,
"the
impact on the bottom line of SCO, with a market cap of $115 mln, would be
huge." Despite the outcome, the fund manager expects the co to earn $1.30
a
share in FY04 and believes the co is on track to double in 12 months.



Lionel Dyck wrote:

> The stock symbol is SCOX (I thought it was SCO at first).  The current
> price quote is $10.80 per share - and I still think a lottery ticket is
a
> better investment.
>
> --------------------------------------------------------------------
> Lionel B. Dyck, Systems Software Lead
> Kaiser Permanente Information Technology
> 25 N. Via Monte Ave
> Walnut Creek, Ca 94598
>
> Phone:   (925) 926-5332 (tie line 8/473-5332)
> E-Mail:    [EMAIL PROTECTED]
> Sametime: (use Lotus Notes address)
> AIM:        lbdyck

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