| Confirmed User | | Posts: 209 Join Date: Jun 2004 | |
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03-23-2004, 09:25 PM
Quote: |
"In an interview, this past week, EV1 CEO Robert Marsh stated that he was surprised by the reaction to his purchase of SCOX’s Linux IP license. A survey of EV1’s customers conducted on EV1’s web site suggests that 85% disapprove of the action. Worse yet for EV1, it appears that a number of customers are voting with their feet as, according to Netcraft, over 1000 web sites have defected from EV1 to a competitor in the past month, most after the SCO deal was announced. One competitive provider we spoke to claimed and all-time record week for new bookings driven by EV1 defections. Regardless of the final damage to EV1, the resulting perception is likely to be that licensing Linux from SCOX is bad for business. Thus we remain skeptical of SCOX’s ability to close SCOSource licenses ahead of a legal victory. Combining this with an aggressive, and thus costly, legal strategy, our outlook for SCOX remains negative even after the stock has been cut in half since the beginning of the year."
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