Anyone know of audio feed for the call?

Message ID: 255078
Posted By: phandsvrta
Posted On: 2005-04-13 15:32:00
Subject: Anyone know of audio feed for the call?

Is there an audio feed URL? I think today's call could be a "must".

Message ID: 255094
Posted By: thanatopsis1011
Posted On: 2005-04-13 15:52:00
Subject: Real audio url

Would someone be kind enough to chase the real audio url. Last time it was :
play.rbn.com/?url=shareholder/shareholder/live/040831cald.ra&proto=rtsp

My Mozilla instalation is a we bit B()RKEN and I have to invoke real from the command line.

TIA

Message ID: 255111
Posted By: chiefpad
Posted On: 2005-04-13 16:14:00
Subject: Re: Real audio url

http://play.rbn.com/?url=shareholder/shareholder/live/050413sco.ra

Message ID: 255172
Posted By: atul666
Posted On: 2005-04-13 17:09:00
Subject: I'm in...

* Blake: SCO can't address evidence rulings, strategies, or other details during question period.

* Very long "forward looking statement disclaimer".

* Darl: "Active quarter in the media for SCO", not without bumps in the road.

* "Continuing to develop new products". Bah!

* Quickly turned the call over to Bert.

* Bert's reading off a prepared statement. Unix revenue is down due to competitive pressure from other OSes. Well, Duh!

* Shady-sounding numbers about the Unix biz. He was talking fast & I didn't catch them all.

* Something about the $5M Vintela note.

* Now he's talking about the 10-Q. He says it didn't impact SCO's cash, I guess because the recission hasn't happened yet.

Message ID: 255189
Posted By: div_2n
Posted On: 2005-04-13 17:18:00
Subject: Groklaw jab

Can't say much.

They remain confident in the merits of their case.

Oooohhh, "No spin on this site, just facts." in reference to their sco.com/ip site. hahahha

Message ID: 255203
Posted By: bruce_s01
Posted On: 2005-04-13 17:23:00
Subject: SJVN on 1st! <eom>

< EOM>

Message ID: 255216
Posted By: atul666
Posted On: 2005-04-13 17:30:00
Subject: it's question time:

* SVN asks about OpenSolaris. Good man! He's following up on questions from earlier CC's or interviews. He wants an update.

Darl: "We have a pretty good idea of what Sun's trying to do". Darl's ok with what they're doing, apparently. He'll still be very protective of his rights, or whatever, and doesn't want to get into details ahead of Sun actually doing stuff. He also won't comment on what level the discussion with Sun took place on.

* James Gilman on behalf or Dion Cornett. Congrats on operating expenses. Legal expenses higher than Dion's projections. SCOSource cost breakdown: 2M per quarter to BS&F; Expenses from escrow account; additional costs internally within SCO. In Q2: "other expenses" lower, since he asserts that rulings have stopped discovery in the case (huh?)

* Also Gilman: What are the other proceedings mentioned in the 10K, and what are the other legal expenses. Bert says there are no other lawsuits, despite what the 10k says.

* What's the current share count these days? Additional 3.8 M on top of the 17.7 M listed in the release.

* Question about the Nasdaq situation. Bert sounds a little testy now. Bert says it should be sorted out "some time next week".

Message ID: 255225
Posted By: moonrealestate2000
Posted On: 2005-04-13 17:33:00
Subject: Renaisance Ventures are back_ Compuware

A question from RV about the Compuware case

SCO general Counsel attended Compuware case,
Darl compares the cases, claims similarities
hopes to learn from it.

Message ID: 255234
Posted By: bruce_s01
Posted On: 2005-04-13 17:34:00
Subject: Al's on!! [eom]

< EOM>

Message ID: 255237
Posted By: div_2n
Posted On: 2005-04-13 17:36:00
Subject: Al Petrofsky asking about /ip

Being out of date. Haha, it was funny. You'll have to read the transcript to see it.

Message ID: 255239
Posted By: rgriffith64
Posted On: 2005-04-13 17:36:00
Subject: Re: Al's on!! [eom], they know him

Al asked about keeping up to date on AZ and DC at scoinfo.

Message ID: 255242
Posted By: atul666
Posted On: 2005-04-13 17:38:00
Subject: More questions

* Our buddy Herb Jackson of Renaissance (Big SCO investor) throws a softball about Compuware. He'd like Darl to say stuff about this, to shill the idea of a settlement. Darl says Tibbitts attended the hearings. Darl seems much more prepared for this question than the others he's had to field.

So Darl's going on a big rant about IBM, mentioning discovery misconduct, and so on.

* Yay! Al's on!!! Questions about Wolf Bauer, Scott Lemon. So who's running Engineering now?

Darl: Back in NJ, Sandy Gupta is running the group, working on Legend. He's VP of Engineering, and they've got no CTO. Sandy's a blend of Wolf & Lemon.

* Al asks why they haven't updated SCO IP about DC and AZO since November. Darl's trying to deflect the question, and wants to babble about the future of the AZO case.

* DC case: attorneys reviewing options, due to quirky appeals situation, things up in the air, blah blah.

* April 21, want to delay on amending the complaint. Darl isn't proposing to delay Palmisano hearing, but they're ok with that too.

* Al rocks.

Message ID: 255245
Posted By: thanatopsis1011
Posted On: 2005-04-13 17:40:00
Subject: The MOG is on

< shuder>

Message ID: 255253
Posted By: thanatopsis1011
Posted On: 2005-04-13 17:42:00
Subject: MOG asks

How much from sco source?

Daryl sez 70K

MOG asks who some customers are.

Daryl says he wont tell to keep from interfearing with their business.

Message ID: 255257
Posted By: phandsvrta
Posted On: 2005-04-13 17:44:00
Subject: Dion Cornett on legal costs + more

Answer : Orders from the court are limiting discovery costs, so we expect to see those fall in successive quarters. Other legal expenses continue at $2M/qtr.

Fully diluted share count is 17.7M shares.
Add another $3M shares to get full #.

We meet all NASDAQ requirements to stay listed - except 10k and 10Q and we will meet those next week, and expect E removal next week.

Message ID: 255258
Posted By: div_2n
Posted On: 2005-04-13 17:45:00
Subject: They REALLY don't like Groklaw

Darl doesn't name it, but says it is full of misinformation.

Oooooh, says Pamala Jones is not who she says she is. Hmmm, trying to make a consipiracy about who Pamela Jones is.

Message ID: 255277
Posted By: choconutdancer
Posted On: 2005-04-13 17:49:00
Subject: now he's complaining about Groklaw

Darl:
there's this website....
misinformation....
you have to look at who's behind GL...
PJ isn't who she says she is....
we know info but aren't telling...

really slimy.

Message ID: 255297
Posted By: cat_herder_5263
Posted On: 2005-04-13 17:54:00
Subject: Go get 'em Bob Mims

Asks Darl just who Pam Jones IS?

But Darl gives nothing but "all is not as it appears"

=^^=

Message ID: 255298
Posted By: rgriffith64
Posted On: 2005-04-13 17:54:00
Subject: They did not mention this board :-(

Gorklaw gets a lot. Al got recognized. We got slighted.

Message ID: 255304
Posted By: atul666
Posted On: 2005-04-13 17:56:00
Subject: Even more questions.

* Gilman is back on the phone asking about other litigation again, asking about subsidiaries this time, and refers to the exact pages in the 10K where they say there's other lawsuits going on.

* MOG!!! Where is the SCOSource money coming from. New licensees in Q1, they say, plus money from previous Q's. They won't say any names, though. MOG didn't catch the 70k in the press release, and didn't have any followup questions handy.

* A german guy (didn't catch the name) asking about which is more important, Unix or SCOSource.

Legend, blah blah, biggest upgrade in 7 or 8 years, blah blah. SCOSource is still important, blah, blah.

* Darl complains about all those third parties doing Linux indemnification, blaming it for the "decline" in SCOSource cash, so he's waiting for the IBM victory.

* And more GL bashing! DRINK!!! Mentions PJ by name, she's not who she says she is!!! But SCO knows her true secret identity!!!

* George Weiss of Gartner, who's historically been a minor pro-SCO guy. Mentions SCO's letters to Linux users, asking if that's on hold right now. Darl says they haven't given up on stuff. Weiss asks if they're still making their Linux claims, and Darl chooses his words carefully.

* Weiss asks about the "revoked" AIX 5 license as well. Hey, he's on the ball today. Darl says this is still on the table as well, and they'll address it at the appropriate time.

* Weiss: When can SCO reveal more specifics about where the violations are?

Darl's really fudging this time. He doesn't have an answer to this one, and wants to talk about the Wells ruling instead. No straight answer, not at all.

* Next Weiss question: When will the S-1 be filed? Bert says within the next week or two they'll get a draft in front of the SEC. He say's BayStar's been hassling them about it.

* How do they plan to retain key executives & employees, with compensation numbers being down, specificlly executive comp numbers.

* Final question(s): Bob Mims is on the phone. So who is PJ? Darl won't get into the details, and repeats his earlier assertions. He says SCO lives on transparency. Once people know what SCO knows, it'll be a different story. SO when, Mims asks? Not yet, still digging, Darl says.

Message ID: 255319
Posted By: manyhats23
Posted On: 2005-04-13 18:03:00
Subject: Conference Call Audio Available

Due to a network disconnect, the audio file I'm posting ends after MOG's question. Sorry about that, folks.

http://www.cloud9.net/~terrapn/

--m

"Durn Inna'Net!!"

Message ID: 255328
Posted By: phandsvrta
Posted On: 2005-04-13 18:09:00
Subject: Bob Mimms

Are you able to expand on "who Pam Jones is?"

It is not what is reported to me. Anyone who spends time on this, will find that al is not what it appears to be. All is -ve on SCO, unlike the SLTribune.

Groklaw is so biased - all it says is how to destroy SCO. "We live on transparency here - we need to find out who these other people are.

Q: Are you accusing PJ of havinga connection to IBM?

A : No -won't go into that - will reveal all in due course.

Message ID: 255349
Posted By: bruce_s01
Posted On: 2005-04-13 18:29:00
Subject: A board statistic

A 152 posts were made during the call.

Bruce S.

Message ID: 255356
Posted By: paulshirley2002
Posted On: 2005-04-13 18:35:00
Subject: only SCO care who PJ is

Frankly PJ could be Palmisano,MOG or even Darl, none of us would care.

Once you filter out the trolls,fanboys and gloating (which PJ does far too much of) there's a solid core of fact and analysis and that's what makes GL useful.

If the facts supported SCO that gloating would have destroyed PJ by now. Its the known facts that harm SCO and their own behaviour that makes so many so angry, not some deceptive PR campaign.

Message ID: 255392
Posted By: fnordius
Posted On: 2005-04-13 19:25:00
Subject: Groklaw Editor Unmasked! by Boreen

PJ replies to Darl's bizarre accusation:
www(dot)groklaw(dot)net/article.php?story=20050404232818684

Message ID: 255411
Posted By: phandsvrta
Posted On: 2005-04-13 20:05:00
Subject: PJ's first reactions to Darl's lunacy

www.groklaw.net/article.php?story=20050404232818684

Just exchanged a few emails with PJ - this is part of the result so far.....

>>
It's an honor to be smeared by SCO, for that matter. It puts me in the same company as Linus, which is a wonderful place to be. I gather they are threatening me and hope I'll be intimidated and shut up. I won't. I just told my mother what Darl said, and she says, "That must be their last gasp I believe." Of course, I must say, she might be biased.
<<

Message ID: 255541
Posted By: manyhats23
Posted On: 2005-04-14 08:06:00
Subject: Conference Call Audio Available

Is now available at

http://ir.sco.com/medialist.cfm

Enjoy the "PJ Monologues" in their entirety!!

--m

Message ID: 255505
Posted By: thaddeusbeier
Posted On: 2005-04-14 02:24:00
Subject: Mims article on CC at sltrib

Bob Mims' article on the SCOXE conference call is up now. He first describes the increasingly dire financial situation, then gets to the answers to the questions he himself asked in the CC, about what Darl was going to say about Ms Pamela Jones. It does appear that Darl is becoming somewhat unhinged in that exchange.

Anyway, the article is at

www.sltrib.com/business/ci_2660520

Thad Beier

Message ID: 255522
Posted By: paulshirley2002
Posted On: 2005-04-14 06:01:00
Subject: discrediting GL

Near the start of GL SCOs shills make a concerted effort to suggest PJ is an IBM shill. The proof was IBM's donation of equipment to ibiblio, who host GL. Well, that effort sank like a lead balloon, even SCO fanboys couldn't really accept that a charitable donation long before GL migrated there was proof of anything.

I suspect last nights rant about PJ's identity is Darls attempt to restart that smear campaign. He probably does have an investigator out there desperately looking for PJ links to IBM.

In the past they have tried to suggest a direct link (PJ an IBM employee) based on where she lives. That one backfired miserably when it was revealed they got the city wrong. They've also attempted to post sealed and/or priviledged information on GL, presumably hoping to invoke sanctions from the courts, again with no success (that's why they're so obsessed with posts being deleted there - it kills their attempts to seed the site).

Their only hope is to link IBM to GL and it will have to be through linking PJ to IBM, with the aim of discrediting GL or with luck getting GL gagged by the court. Everything else failed.

Most of us are confident they wont find a proveable link so keep your eyes peeled for 'plan B' - MOG making the assertion. Since we're running out of court deadlines expect it soon, SCO need to silence the analysis of their legal filings while they still have filings to make.

And of course it made a great Wookie to distract from their financial prolems in the CC ;)

The texts of these Yahoo Message Board posts have been licensed for copying and distribution by the Yahoo Message Board users "phandsvrta", "thanatopsis1011", "chiefpad", "atul666", "div_2n", "bruce_s01", "atul666", "moonrealestate2000", "rgriffith64", "choconutdancer", "cat_herder_5263", "manyhats23", "paulshirley2002", "fnordius", "thaddeusbeier" under the following license: License: CCL Attribution-NonCommercial-ShareAlike v2.0.