Decatur Jones' Dion Cornett on SCO

Friday, January 30 2004 @ 07:34 AM EST

Contributed by: PJ

Here is the PDF of Dion Cornett's January 13 report on SCO. As you will see, the OSDL legal defense fund, the Novell indemnification, and the Open Source Risk Management vendor-neutral indemnification program seem to him meaningful events, which he believes make it unlikely end users will now want to purchase a license from SCO in 2004. "The 'safe' action for the reasonable executive has switched from license to fight," says the report. Here's a segment.


End-user visibility worsens as Linux community raises defenses

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

Investment Considerations: