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Technology Stocks : Internet Guru Discussion

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To: froglan who wrote (4015)1/27/2000 9:46:00 PM
From: Honor First  Read Replies (1) of 4337
 
I did not see or hear it -- if you will accept a Raging Bull comment - this is what one poster said about SCOC - I suppose you could visit other pick sites and come up with some more.

~~Harmow Webcast...Important!, (by electro green, 7:28PM

"Don't worry you never missed anything, he never mentioned SCOC until the very end of the
webcast.

IMO he was very optimistic about SCOC, he stated he makes his investment decisions
based on "the business model", and SCOC has a very strong one.

He never said he is "giving SCOC until the 2nd Qtr" he said SCOC is trying a number of new
things (Tarantella II, Lynix etc.) and if they can make it work they will be very successful,
quote "There's Redhat and there could be a Santa Cruz hat". He also said they would
re-evaluate in the 2nd Qtr. which IMO does not mean they are going to drop SCOC.

He was also asked a question from a viewer pertaining to ASP's and whether he thought this
was a big market. Harmon said he thought this was going to be a HUGE market.

The following statement is from a Jan. 25/00 press release on the Yahoo finance SCOC page
"Later this quarter, SCO will announce another Tarantella product designed specifically for
the Application Service Provider (ASP) market."
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