Cesar Brea's Weblog

“Scott,

Hope you are well.

Read your piece on SCO today with interest. One additional aspect to consider, I’m sure I won’t be the only one to point this out: Suing Linux users caused SCO stock price to increase 10x (52 week low vs. 52 week high), and it’s still 5x what it was last summer, even with the poor results their lawsuits have obtained for them so far. So $3.4M in legal fees drove market cap north of $300M (now ~$170M) for what was, prior to the legal strategy, a floundering little Linux distro. Insiders have sold $40M-plus worth of stock with what must be pretty low basis in last six months. Not a bad return on investment in an otherwise tough market for software equity. Clearly open-source business models have arrived 🙂 …”