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Technology Stocks : Santa Cruz Operation (SCOC) Going Up?

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To: leslie who wrote (531)1/21/2000 6:13:00 AM
From: oilbabe  Read Replies (1) of 656
 
sco.com

Also: Re: Jan 23 and Tarantella release:

Trade in Citrix MetaFrame -- Upgrade to Tarantella Enterprise II

Tarantella© Enterprise II web-enabling software is the latest generation of Tarantella technologies. This product is designed for use by large organizations and companies, and has superior capabilities to other enterprise-class application delivery products.

Tarantella Enterprise II will be released on 23rd January 2000.

To assist existing Citrix MetaFrame users to evaluate and migrate to Tarantella Enterprise II, SCO has introduced a trade-in program. This trade-in program is valid for 6 (six) months from 23rd January 2000.

How long until analysts figure out that they've got a shot at another CTXS just getting off the ground in terms of valuation? The biggest winners in investing are the investors with the vision to buy while the business/product is in development. The implication of Tarantella II and the growing breadth of their server products (about to include Linux) is significant. Significant to warrant early investment. Harmon's momo followers caused unnecessary volatility in this stock, but that is over.

I don't know how SCO plans to roll out Tarantella II, but it seems reasonable that their existing client base provides a built in supply of potential customers - customers like Tandy, Safeway, Walgreens, etc...

Stock has settled down. Time to be patient and focus on buying and holding for the future.
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