Bill Claybrook Was Right on the Money

Thursday, August 21 2003 @ 01:47 AM EDT

Contributed by: PJ

Since we strolled down memory lane with the lovely and tireless Ms. Didio, I thought it'd be good to take a stroll with Bill Claybrook, the other Aberdeen Group analyst. He, unlike Ms. DiDio, was a UNIX programmer and a professor, and here's what he said when he saw the code, and how far off did he turn out to be?:

"'All of it could have been copied from BSD Unix,' he said, referring to a version of Unix different from SCO's System V version. 'I have no way of knowing all that -- not without seeing it on the computer,' he said. 'And what's weird about it is, it wasn't like they copied the whole function,' Claybrook said, referring to the programmers who allegedly copied code. 'If you pull pieces of code from one program to another, it means you have to integrate them into your code, and then test with everything else,' he said. 'It just doesn't make sense -- why not take the whole function?' . . .

"'In Aberdeen's view, if SCO wins its lawsuit against IBM (or settles out of court), then this is not a knockout punch for Linux.'"

Next, ComputerWorld back in June quoted him as saying he had "no idea" if there was a problem with the code. How could he say that if the code and even the notes seem to be identical? Because he couldn't tell where the code had originated or who put what where first, he explained. Another thing bothered him:

"...he asked SCO officials if they had any 'direct evidence' that IBM copied any System V code into Linux and was first told there was no such evidence. Hours later, he said, SCO officials called him back and told him that they had 'misspoken' and that they did have such evidence. 'That's kind of strange,' Claybrook said."

In case his boss didn't notice, the man knows what he's talking about.

Meanwhile, even the money guys are noticing. On MSN's Moneycentral today, I noticed that SCOX was rated a 3, out of a possible 10, with the following warning:

"The SCO Group, Inc., a small-cap growth company in the technology sector, is expected to significantly underperform the market over the next six months with very high risk. . . . The price-to-earnings multiple is higher than the average for all stocks in the StockScouter universe."