Zahlen bei Santa Cruz Operation - 500 Beiträge pro Seite

[merse]

Heute kommen die Q1 Zahlen bei SCO. Was können wir da erwarten?

[jemand]

Zahlen kommen heute ????
bis jetzt siehts gut aus

[Gallego]

Hallo Merse, die Zahlen werden erst nächste Woche, am 25.01., bekanntgegeben. Letzte Woche wurde vorab eine Gewinnwarnung für das abgelaufene Quartal ausgegeben. Für das Gesamtjahr will man aber die Analystenerwartungen erfüllen. So long, el Gallego

[Zwergpirat]

Sag mal kurz durch, woher du die Meldung mit der Gewinnwarnung hast.
So long

[tschernobyl]

SCO Q1-Zahlen live im Inet nach Schluss in USA:

http://www.sco.com/investor/


Die Gewinnwarnung kam bereits letzte Woche, nachzulesen auf
nasdaq.com (und Kürzel SCOC).

[merse]

so leute, die zahlen sind da, lagen mit 0,07 im rahmen der erwartungen, zumindest nach der gewinnwarnung von letzter woche, jetzt heisst es wohl abwarten bis zur linux-messe anfang februar, auf der ja einige neuheiten präsentiert werden sollen,
meines erachtens wird die linux-branche in diesem jahr zu den grossen gewinnern zählen, und da hat man mit santa cruz eine aktie mit potential, zumal das unternehmen schon schwarze zahlen schreibt, wie sehen denn so eure realistischen kursziele aus?
ich bitte von pushversuchen abzusehen, das sollte wohl nicht nötig sein,
entscheidend für mich für einen einstieg war das niedrige kgv von ca. 40 und die im vergleich zum umsatz noch immer sehr geringe marktkapitalisierung,
auf gute geschäfte, merse

[Ronny P.]

hallo, du willst ein kursziel wissen für santacruz. es wird dir vielleicht unglaublich vorkommen aber ich sehe ende des jahres einen kurs von 100 $ und in 2001 sogar 400 $. ausgehende von der noch nicht so großen marktkapitalisierung und den riesenzuwächsen im linux/unix bereicht durchaus realistisch.`

[Traumtaenzer]

Hi, wen´s genau interessiert :....

SCO ANNOUNCES FISCAL 2000 FIRST QUARTER RESULTS
COMPANY ANTICIPATES RENEWED GROWTH IN YEAR 2000
AFTER Y2K DELAYS IMPACT Q1 RESULTS

PR Newswire - Tuesday, January 18, 2000

SANTA CRUZ, Calif., Jan 18, 2000 /PRNewswire via COMTEX/ -- SCO (Nasdaq: SCOC) today announced financial results for its first fiscal
quarter ended December 31, 1999.

For the first fiscal quarter of 2000, revenues were $53,653,000, an increase over the $52,706,000 reported for the first fiscal quarter of 1999. Net
profit for the quarter was $2,875,000, or $0.08 per basic share, and $0.07 per diluted share. In the same period of 1999, the company reported net
profit of $3,104,000, or $0.09 per share, basic and diluted. This is based on 41,258,000 diluted shares outstanding in the first quarter of 2000
compared with 35,321,000 diluted shares outstanding in the first quarter of 1999. The year-to-year increase in the number of fully diluted shares
outstanding reflects the increase in share options that are "in-the-money" under the company`s stock option plan.

"While first quarter financial results were affected by delays due to customers` Y2K preparation, we are nonetheless pleased with the company`s
overall performance. Early second quarter reports indicate that some of these projects are now moving forward," said Doug Michels, president and
CEO of SCO. "In our two emerging businesses, Tarantella and the recently expanded Professional Services group, we saw growth in both activity
and revenue during the first quarter", said Michels. "In December SCO introduced Tarantella Enterprise II, which generated significant interest from
customers and industry analysts and was very well received by the Application Service Provider (ASP) community, with four ASPs making initial
purchases."

In spite of the shortfall in expected revenues, gross margin remained high at 77.9%, partially due to lower materials costs. This was a result of a
22% increase in electronic licensing revenue, which reached $21 million during the quarter. Electronic licensing now represents almost 40% of
total revenue. "Operating results for the first quarter reflect controlled expenses throughout the organization, managed carefully due to the
uncertainty surrounding Y2K," commented Jenny Twaddle, corporate controller and acting CFO. "SCO`s balance sheet remains highly liquid with
strong positive cash flow contributing to the highest levels of cash and short-term investments in the company`s history, reaching $66 million by
quarter end. Total assets increased by $73 million, or 53%, during the quarter. This was primarily due to the recording of a large unrealized gain
from SCO`s investment in Rainmaker Systems, which recently completed its initial public offering."

Michels concluded, "Tarantella is gaining increased acceptance in the enterprise market and the demand for UnixWare 7 is greater than ever. The
first tangible products to emerge from Project Monterey will arrive later this year. The Open Source and Linux movements continue to open up new
opportunities that SCO is aggressively pursuing. We are very excited about the opportunities for SCO in 2000."

About SCO SCO is a global leader in server-based software for networked business computing. SCO is the world`s number one provider of UNIX
server operating systems, and the leading provider of network computing software that enables clients of all kinds - including PCs, character
terminals, and NCs - to have Webtop access to business-critical applications running on servers of all kinds. SCO designed Tarantella software,
the world`s first application broker for network computing. SCO sells and supports its products through a worldwide network of distributors,
resellers, systems integrators, and OEMs. For more information, see SCO`s WWW home page at: http://www.sco.com.

Note Except for historical information contained herein, the matters discussed in this release are forward-looking statements. Investors are
cautioned that all forward-looking statements involve risks and uncertainty, including without limitation, uncertainty in domestic and international
markets, changes in customer implementation plans, increases and decreases in the value of investments in third parties, the ability to reduce
expenses, risks of dependence upon third-party suppliers, impact and success of joint development projects and industry partnerships, timely
availability of products, market acceptance of new products, the impact of competitive products, general market conditions, and other risks
detailed from time to time in SCO`s SEC filings, including forms 10-Q and 10-K (copies of which are available from SCO without charge in hard
copy or online at http://www.sco.com/investor, or http://www.sec.gov/edgarhp.htm). SCO disclaims any intention or obligation to publicly update or
revise any forward-looking statements, whether as a result of events or circumstances after the date hereof or to reflect the occurrence of
unanticipated events.

SCO, The Santa Cruz Operation, the SCO logo, SCO OpenServer, Tarantella, and UnixWare are trademarks or registered trademarks of The
Santa Cruz Operation, Inc. in the USA and other countries. UNIX is a registered trademark of The Open Group in the United States and other
countries. NonStop is a registered trademark of Compaq Computer Corporation in the US and other countries. All other brand or product names
are or may be trademarks of, and are used to identify products or services of, their respective owners.

THE SANTA CRUZ OPERATION, INC.
CONSOLIDATED STATEMENTS OF OPERATIONS
(In thousands, except amounts per share)

Three Months Ended
December 31,
1999 1998
(Unaudited)
Net revenues $53,653 $52,706
Cost of revenues 11,832 12,080
Gross margin 41,821 40,626

Operating expenses:
Research and development 10,578 10,180
Sales and marketing 25,299 23,332
General and administrative 3,836 3,796
Total operating expenses 39,713 37,308
Operating income 2,108 3,318

Other income (expense):
Interest income, net 600 576
Other income (expense), net 837 (10)
Income before income taxes 3,545 3,884
Income taxes 670 780
Net income 2,875 3,104

Other comprehensive income, net of tax
Unrealized gain on marketable securities 55,863 --
Foreign currency translation adjustment 1 (256)
Comprehensive income $58,739 $2,848

Earnings per share:
Basic $0.08 $0.09
Diluted $0.07 $0.09
Shares used in earnings
per share calculation:
Basic 34,713 34,757
Diluted 41,258 35,321



THE SANTA CRUZ OPERATION, INC. December 31, September 30,

CONSOLIDATED BALANCE SHEETS 1999 1999
(In thousands) (Unaudited)

Assets
Current assets:
Cash and cash equivalents $37,867 $33,683
Short-term investments 29,547 29,161
Receivables, net 25,523 32,309
Marketable securities 78,157 --
Deferred tax assets 2,947 1,202
Other current assets 5,344 6,310
Total current assets 179,385 102,665

Property and equipment, net 12,072 12,234
Purchased software and technology licenses, net 9,310 10,431
Long-term deferred tax assets 20,115 6,623
Other assets 6,797 7,331
Total assets $227,679 $139,284

Liabilities and Shareholders` Equity
Current liabilities:
Trade accounts payable $5,906 $7,482
Royalties payable 7,953 7,217
Income taxes payable 2,761 1,983
Deferred income taxes 30,611 --
Accrued expenses and other current liabilities 29,103 32,314
Deferred revenues 7,634 8,856
Total current liabilities 83,968 57,852

Long-term lease obligations 1,748 2,332
Long-term deferred revenues 1,381 2,571
Other long-term liabilities 6,667 6,191
Total long-term liabilities 9,796 11,094

Shareholders` Equity
Common stock, no par value, net, authorized
100,000 shares Issued and outstanding
35,302 and 34,346 shares 111,039 106,201
Accumulated other comprehensive income 56,272 408
Accumulated deficit (33,396) (36,271)
Total shareholders` equity 133,915 70,338
Total liabilities
and shareholders` equity $227,679 $139,284

SOURCE SCO

...vielleicht könnte das ja mal jemand analysieren... (der Englisch kann!)
Gruß
Traumtaenzer

[VH_2011]

Ich halte für Santa Cruz ein Kursziel von ca. 50 US$ für realistisch (auf Sicht von 12 Monaten).

[Weltenbummler5]

Santa Cruz,

wer an Linux glaubt,

auf Unix setzt,

und Steve Harmons Top 10 ernst nimmt,

der sollte jetzt Santa Cruz kaufen.

Super Einstiegskurs bei ca. 19 Euro

Die Linux - Messe kommt sehr bald !!!!

[lonesome loser]

Genauer gesagt, die LINUS Expo ist vom 2.2 bis 4.2.
in New York. Ich erwarte positive Impulse für den
SCOC Kurs.