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


To: D. K. G. who wrote (367)2/22/1999 4:27:00 PM
From: HIA  Respond to of 656
 
SCO after running up to 6 on the good earnings report...is now back down to a very good buy-in point...the forward P/E may very well be less than twelve...



To: D. K. G. who wrote (367)2/27/1999 8:35:00 AM
From: stan s.  Respond to of 656
 
Hi Denis, sorry for the delayed response, a combination of being both
busy and lazy (my specialty) but I'll look at SCOC a little more closely
this weekend from a TA angle.

In the interim,

Following are a couple of recent links and an excerpt off Briefing Com. from
a couple of weeks ago...my apologies if they have already been posted.

sco.com

zdnet.com

BRIEFING.COM: Tarantella is one of the most intriguing ideas we have seen at Briefing.com. As a Java
based application broker, Tarantella sits between a traditional application server and browsers on any client
and acts as a "universal interface" for any application. How is this different from a Citrix Systems interface
product? How has Tarantella been received in the marketplace so far, and what is SCO's strategy for
marketing Tarantella?

Mr. Michels: "Tarantella is very exciting for SCO. It is a new product that has already gained tremendous
mindshare in the marketplace. Customers such as NASA, MCI and MovieFone are already using Tarantella
to move into the next era of network computing.

"Citrix Systems' focus is on Windows applications. They have helped Windows NT gain multi-user features
and have made Windows NT 4 Terminal Server Edition accessible by non-windows clients. Tarantella's
focus is on diverse enterprise applications, such as those that run on UNIX and mainframe systems, as well as
Windows applications. Tarantella makes these applications accessible through standard Web browsers and
enables secure access for
remote users or customers utilizing existing internet, intranet and dial-up communications. Tarantella offers
dramatic cost savings as it eliminates the need to re-engineer these
applications for the Web.

"SCO's strategy for Tarantella is to focus on the large enterprise where its unique scalability, high reliability,
and security are of most immediate value. SCO is working with systems
integrators and partners who want to deliver a universal Web interface and remote access as part of their
enterprise solutions."




To: D. K. G. who wrote (367)2/28/1999 9:49:00 AM
From: stan s.  Read Replies (1) | Respond to of 656
 
Denis..I'm looking at the chart now. The positives are it's still trading
above the major moving averages....and has picked up a few recent momentum indicator buys. Those indicators have often fizzled in the past with SCOC (common in stocks in this price range) so although worthy of note, no reason for excitement.

My own personal "buy" signal has not yet kicked in but is close...will take a strong up day to trigger it. I'm speaking of short term...medium term still shows it a buy, but lacking conviction.

On the negative to neutral...it broke out of a strong upward trend in mid February (started in mid January) and appears to be basing (bollingers have narrowed by 50%).

So overall a slight upward bias...nothing yet to bet the house on....3 days of interesting volume the last couple of weeks....the consensus is what?....that SCOC is buying back shares from NOVL?

Off topic....you might want to research WIND a little...interesting story...

Good luck,

Stan