Groklaw: Decatur Jones’ Dion Cornett on SCO

“We believe it is now unlikely that SCO will generate meaningful
end-user SCOSource revenue in 2004.

“Investment Considerations:

• “Yesterday an industry consortium of Open Source-related
  companies (OSDL) announced an IP defense fund for endusers;
• “In conjunction with its closing of the SuSE acquisition,
  Novell announced an indemnification program for its customers;
• “We have cut our previous SCOSource revenue estimate of $7
  million by 90%;
• “Our new FY04 GAAP EPS estimate is a loss of ($.43) down from a
  $.20 profit;
• “Our new target price is $5 down from $8;
• “We maintain our Underperform rating…”

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