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Media Reaction to Yesterday's Call - Updated
Thursday, September 07 2006 @ 02:54 AM EDT

In case you missed yesterday's 3rd quarter conference call, there is an archive of it here. The media reaction was sparse and bleak:
  • Bob Mims, Salt Lake Tribune: " For its third quarter, Utah's SCO Group on Wednesday reported further slippage in both revenues and income, compared with the same time last year."
  • Gavin Clarke, The Register: "The SCO Group saw its business ebb away during the third quarter, as both revenue and sales continued their steady migration southwards."

That's about it. Darl McBride mentioned that the next step in the IBM litigation is to depose the experts. I'm sure SCO is looking forward to that. Not. He likes what their experts have done so far, he says. He was clearly reading, by the way, not chatting. If they keep executing as a company, he said, then success will follow. Yup. He said that.

George Weiss of Gartner attended and asked a question, as did a couple of others. The answers included that SCO is having problems with certification, not hardware but software. And Tim Negris has now been moved into "a strategic consultation" role. He sorta slid from the front door right out the back, then, didn't he? Maybe he'll write a book someday. I'd buy it. Sandy Gupta now "has the reins in his hands".

McBride described the new mobility business as a racehorse itching to get running. The problem is, SCO can't spend on the mobility business, even though they have cash on the balance sheet, until the litigation is over. So that racehorse will have to keep pawing the ground a bit longer, I suppose. They look forward to getting the litigation behind them. Amen. We see eye-to-eye there. Employee morale is good, he said. The employees are excited about where the company is going. That's where they stand right now. That's what the man said.

Update: Computer Business Review now has a more thorough rundown by Timothy Prickett Morgan:

As you might imagine, SCO wanted to talk a bit about its Me Inc mobile services application development platform, and it did. McBride touted the partnership SCO forged in the third quarter that will see Microsoft Corp integrate its Visual Studio development tools with SCO's Me Inc tools.

He added that SCO was working with the NetBeans community for a similar integration, and had secured relationships with Palm for the use of the Me Inc tools for application development on Palm handhelds and with Day-Timers to create the DT4 application, which is an electronic version of the popular Day-Timer planner.




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