Alan, SCOC jumped the instant Steve Harmon plugged it again on CNBC.
As you know, SCOC is one of his top 10 picks for 2000, but it has tanked since it reported a disappointing Q1. Harmon said fagidaboutit, SCOC is not a Q1 story, but a Q2 and Q3 story.
Most interestingly, he noted that SCOC is an integrator, the only integrator, of the various platforms, Linux, Unix, etc., out there thus enabling all of them to talk to each other, as compared to Redhat, which is a Linux integrator only. And then Harmon added, "and look at Redhat's valuation", hint, hint. |
