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Technology Stocks : Santa Cruz Operation (SCOC) Going Up? -- Ignore unavailable to you. Want to Upgrade?

To: Jatin Kadakia who wrote (510)	1/12/2000 12:33:00 PM
From: Brian Baxter	Respond to of 656

I agree EOM

To: Jatin Kadakia who wrote (510)	1/12/2000 1:05:00 PM
From: Honor First	Read Replies (1) \| Respond to of 656

SCOC to Unveil Commercial Products for Linux Market At LinuxWorld Expo, SCO Will Showcase its Latest Solutions For Bringing UNIX, Linux, and Windows Closer Together SANTA CRUZ, CA (January 12, 2000) - SCO (NASDAQ:SCOC) announced today that at LinuxWorld Expo it will introduce a portfolio of server products for the Linux market. LinuxWorld Expo will be held at Jacob Javits Convention Center on February 1-4. "SCO has been working on Linux and Open Source initiatives for more than two years," said Mike Orr, senior vice president of worldwide Marketing at SCO. "At LinuxWorld Expo, we will showcase exciting new products and initiatives that will bring UNIX, Linux, and Windows closer together, enabling solution providers to take better advantage of the worldwide network computing infrastructure." About Linux and SCO Open Source Over the last eight months, SCO has expanded its strategic business opportunities in the Linux and Open Source markets. SCO has announced an alliance and investment in LinuxMall.com and a strategic business relationship with TurboLinux. Most recently, SCO announced that it has taken an equity position in Caldera Systems, Inc. Last year, at SCO Forum1999, SCO announced a comprehensive set of Linux and Open Source-related professional services. As a corporate sponsor of Linux International, SCO is a strong proponent of the Open Source movement, citing it as a driving force for innovation and business opportunities. SCO has contributed source code to the movement with lxrun and OpenSAR, and currently offers a free Open License Software Supplement CD that includes many Open Source technologies. See www.sco.com/linux for more on SCO's Linux and Open Source activity. Note to Editors: At LinuxWorld Expo, SCO will be in booth 661 to show demonstrations of the new products and booth 985 to address media requests. About SCO SCO is a global leader in server-based software for networked business computing. SCO is the world's number one provider of UNIX server operating systems, and the leading provider of network computing software that enables clients of all kinds - including PCs, graphical terminals, NCs, and other devices - to have Webtop access to business-critical applications running on servers of all kinds. SCO designed Tarantella software, the world's first web-enabling software for network computing. SCO sells and supports its products through a worldwide network of distributors, resellers, systems integrators, and OEMs. For more information, see SCO's home page.

To: Jatin Kadakia who wrote (510)	1/12/2000 2:03:00 PM
From: Dale Baker	Read Replies (1) \| Respond to of 656

I beg to differ - I added some at 18 this morning. A UNIX-focused company with projected .60 EPS this coming year. Should be a $30 stock easily. They missed one quarter - I call it a buying opportunity. Thanks to whoever gave me their shares this morning.

To: Jatin Kadakia who wrote (510)	1/12/2000 9:51:00 PM
From: Larry Levine	Read Replies (2) \| Respond to of 656

Jatin, You're starting to lose it buddy. You've hung in there since the single digits and seen a meteoric rise, and now you're complaining? Give me a break. Have you ever worked for a high-tech company that sells product to businesses? There's no way they could have known the impact on sales on December 2nd; most sales are booked in the last 2-4 weeks of the quarter. BTW, here's Harmon's take on todays events: Harmon 10 for 2000 Update: January 12, 2000 ALERT from Steve Harmon: SANTA CRUZ OPERATION (NASDAQ:SCOC) Revenue and earnings expected to be flat for Q4 and 1Q For the first quarter ended December 31, 1999, the company expects to report revenues in the range of $52.5 to $54.5 million, compared with $52.7 million reported in the first quarter of fiscal 1999. *SCO expects net income for the first quarter of fiscal 2000 to be in the range of $2.5 million to $3.2 million compared with $3.1 million reported in the first quarter of fiscal 1999, resulting in earnings of $0.06 to $0.08 per share, fully diluted. Santa Cruz Operation today said its revenue and earnings may not be as high as the general analysts consensus based on companies delaying the procurement cycle for software and services being on Y2K concerns. This has caused SCOC stock to drop and fluctuate today based on the news, which is a concern but doesn?t change our outlook on why we added SCOC to our stock list. The three areas that provided a foundation for SCOC being named to the Harmon 10 for 2000 I expect to show strong growth: Tarantella, services, and cross-platform networking. Underlying my belief in SCOC is its core competency in network OS which now embraces Linux, the popular and free source code OS. I expect the post-Y2K buying cycle to pick up now that the new year has begun and confidence in computer networks is strong now that the Y2K fear inflection point has passed. As Tarantella, SCOC?s technology to integrate mainframes, PCs, UNIX, Linux in networking gains a foothold bridging disparate computing platforms we may see high demand for its solution. With its expertise, solutions and scalability the ultimate driver of SCOC I believe could be an acquisition by one of the larger and more capitalized Linux companies. For example, I believe that Red Hat (RHAT) or VA Linux (LNUX) in particular, could benefit from being a total open source solution provider for network OS. The next two quarters I believe will provide enough data on SCOC?s initiatives in Linux and integrating network OS and computing platforms to determine if SCOC can realize the vision of integrated networking. In spite of the revenue and earnings warning from SCOC the key to me is not what SCOC has done but what SCOC can do given its embracing of Linux and integration of computing platforms.