Crunchies v. Michael Anderer or Getting to Know stats_for_all/panglozz (1): March 2004: stats_for_al | LNEGF Message Board Posts

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Msg  31 of 34  at  10/3/2019 3:08:46 PM  by

jayaramkalluri

The following message was updated on 10/3/2019 3:11:41 PM.

Crunchies v. Michael Anderer or Getting to Know stats_for_all/panglozz (1): March 2004: stats_for_all/panglozz debuts on 2004-03-16 ...

Message ID: 103158
Posted By: freecode_99
Posted On: 2004-03-04 09:54:00
Subject: Mike Anderer
Recs: 0

Was with Silicon Stemcell, so what is he doing now? He is in Illinois, wonder is he is in Red Sky Partners?


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Message ID: 103205
Posted By: freecode_99
Posted On: 2004-03-04 10:23:00
Subject: Is Just BS2000, Mr. Anderer?
Recs: 0

Sounds like his style.

<EOM>


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Message ID: 103232
Posted By: heimdal31
Posted On: 2004-03-04 10:44:00
Subject: Previous Anderer research
Recs: 17

Here's an attempt to jumpstart research on Anderer. The board here has looked at him before because of his mention in SEC filings. Here is an incomplete list of the more interesting posts. Pay particular attention to the entire thread started with message 87660.

87038 where elcorton first makes a suggestion of an Anderer/MS connection

87610 where elcorton speculates that Anderer is the way MS communicates with SCO

87660 where atul666 points out the IKON connection. Follow the whole thread of this message for lots of good tidbits

87693 where silicon4ever points out an Anderer connection to Silicon StemCell

87723 where yogi61bear connects a bunch more dots with Anderer and Silicon Stemcell and others (this is part of the 87660 thread)

87986 where elcorton points out a Philadelphia Business Journal article about Anderer

88596 where nezneau finds Anderer's resume on the wayback machine with connections to Michael Dell, Kenneth Lay, Dennis Kozlowski and others.

95558 where bindicap posts a bunch of good questions. This doesn't add much to the Anderer discussion, but they are good question, nonetheless.


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Message ID: 103322
Posted By: heimdal31
Posted On: 2004-03-04 12:23:00
Subject: Morgan Keegan Repost 1
Recs: 6

This (repost of 86838) and the followup posts are reposts of some analysis I did on SEC documents containing a letter from Morgan Keegan to SCO. This was in the same batch of documents that mentioned Michael Anderer and S2 Consulting.

The original thread starts at

http://finance.messages.yahoo.com/bbs?action=m&board=1600684464&tid=cald&sid=160 0684464&mid=86833

Ok, let's pull a few choice phrases out of this letter. But first, it is written 13 Feb 2003. I believe that is just about a week before the official engagement letter with Boies, perhaps less. So, this is just before they file the lawsuit with IBM and as we saw from Boies letter, SCO had already had talks with MS and SUN at that point. Now a few quotes and comments:

<<The SCO engagement has taken a number of unexpected twists and turns that have required assistance that goes beyond conventional investment banking services.>>

Sounds like something that could have been written by an Enron investment banker, huh? Of course, I'm sure that SCO's deals have taken some unexpcted twists and going beyond convention. Howver, the text of the letter makes it clear that this comment, in part, relates to the MS and SUN deals and the possibility of an IBM buyout--though, IBM is not mentioned by name.

The IBM mention is in bullet point 3:

<<SCO and Morgan Keegan reaffirm the merger and acquisition provisions of the Engagement Letter and agree to the applicability of provision 1(c) regarding the payment of a Transaction Fee equal to 2% in the event of a sale or acquisition of SCO to a large strategic company.>>

However, the really interesting stuff is in bullet point 2:

<<SCO and Morgan Keegan agree that, in the event Sun Microsystems and/or Microsoft enters into a substantial SCOsource licensing arrangement with SCO during the term of the engagement, that such an event would fall under provision 1(b) of our Engagement Letter. As such, the aggregate amounts paid under the license agreements would be subject to the Contingent Placement Fee, calculated as six (6) percent for a license with Sun and one (1) percent for a license with Microsoft.>>


--CONTINUED DUE TO YAHOO LIMITS--


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Message ID: 103324
Posted By: heimdal31
Posted On: 2004-03-04 12:24:00
Subject: Morgan Keegan Repost 2
Recs: 10

Repost of 86839:

OK, we know that Boies was hired just after this to go after IBM. We know from that Boies letter that Boies was involved in the SUN and MS deals. We know that Boies' speciality is defending insiders of security fraud charges. We now learn that an investment banking firm was working with SCO and perhaps with Boies as well in putting together the MS and SUN "licensing" deals. Does that sound like investment banking to you?

Morever, from that point 2 above, we see that the SUN deal was to be treated as a 6% event that fell under section 1b of the original engagement letter with the investment banking firm and that the MS deal was to be treated as a 1% event under the same section.

That origingal engagement letter was to hire Morgan Keegan to help SCO find some financing. The text seems geared primarily to equity financing and the full letter is available at:

h++p://www.sec.gov/Archives/edgar/data/1102542/000104746904002142/a2127332zex-10_8.htm

The text of 1b is:
__________________________
In the event that the Company sells equity and/or debt securities, the Company will pay Morgan Keegan placement fees (the "Contingent Placement Fees") payable in cash at closing as follows:

1. In consideration for the services rendered by Morgan Keegan hereunder, the Company shall pay Morgan Keegan:

<snip>

b.
i. Cash equal to six (6) percent of the principal amount of equity financing (common stock, preferred stock and convertible preferred stock); plus

ii. Cash equal to three (3) percent of the principal amount of mezzanine financing (convertible debt, whether subordinated or not); plus

iii. Cash equal to one (1) percent of the principal amount of senior debt provided, however, that Morgan Keegan shall not be entitled to such a fee with respect to senior debt sourced from commercial banks and other institutional lenders.

_____________________

So, SCO's investment banker describes their dealings as "unexpected twists and turns that have required assistance that goes beyond conventional investment banking services." They have probably been working with a lawyer who specializes in securities fraud to work on licensing deals with SUN and MS, and the investment banking firm gets a cut and considers the SUN deal the equivalent of "equity financing (common stock, preferred stock and convertible preferred stock)" and the MS deal the equivalent of "senior debt" financing. I would really LOVE to see the text of the MS and SUN licensing agreements now.

Note that the SUN deal did include the issuance of options to SUN. The text of those option deals are in the 10-K, but I don't have time tonight to go through them.


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Message ID: 103454
Posted By: atul666
Posted On: 2004-03-04 14:35:00
Subject: MSFT funding SCOX (?)
Recs: 3

Other people have probably posted this already, but here's what's apparently a leaked memo about M$ funding SCO's legal battles: h++p://www.opensource.org/halloween/halloween10.html

An interesting thing: Michael Anderer, the author of the memo, is the honcho of S2 Consulting (www.s2.com, www.s2.net), which has a deal with SCO to provide exactly the sort of services this memo talks about.

My research has indicated he's probably the guy that SCO's talking about when they talk about "MIT rocket scientists", which is a gross exaggeration of his brief and fleeting association with that that institution.

So he's not really an MIT rocket scientist, but he and the other top guys at S2 are all ex-IKON guys from around the same time Darl was there, and from the same part of the company. These guys are Darl's good ol' boys from way back. If M$ is involved, there's no way it could happen without Darl knowing about it.

If this memo is for real, this is totally huge. On the MSFT side, I'm sure the DOJ would be interested in hearing more about this. Meanwhile, this Anderer punk should expect quick subpoenas from IBM, RHAT, NOVL, AZO, DaimlerChrysler, and probably others.


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Message ID: 103802
Posted By: freecode_99
Posted On: 2004-03-04 19:05:00
Subject: Anderer - MS Plumber
Recs: 2

Okay, Here's an interesting piece:

h++p://users.aol.com/psychal1/history.htm

Gives an insight that FatCityState is probably a reference to Michael Anderer.

Also here's another weird one:

h++p://www.nasbic.org/success/stories/tcg.cfm

Then here:

http://tinyurl.com/2fujw

Then here:

http://www.visionstoday.net/contents/fall03/story_two.html

Then here:

http://tinyurl.com/2e3ey

Now, I am confused. Is he a gay Republican Phish fan who just also happens to be a super shill for Microsoft and SCO Group?

His company's website is exactly one page deep(until it gets a thorough crawl anyway). I suppose that is a metaphor for the shallow nature of the company?

What gives with this - a storefront arm's length trash collection point for dirty tricks campaigns?

What a sad commentary that they are that frightened.

Have a nice evening all.

freecode


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Message ID: 103818
Posted By: atul666
Posted On: 2004-03-04 19:25:00
Subject: Found my Anderer / S2 notes
Recs: 0

S2's sites (s2.com & s2.net) are pretty much stubs at the moment, so there's not a lot of info there. Fortunately I kept my notes from when I did some background research on these scumbags a while back. Here are a few tidbits:

A picture and brief bio can be found here:
h++p://www.sc.edu/research/boardmember.shtml

Michael Anderer and the other partners at S2 are all ex-IKON (late 90's) and probably know Darl from that time. Prior to that, they worked at a Columbia, SC company called The Computer Group (TCG).

Here are a few links about TCG. They don't come off in a very positive light:

TCG protesting SC procurement decisions:
h++p://www.state.sc.us/mmo/legal/panel/92-6i.pdf
h++p://www.state.sc.us/mmo/legal/panel/92-6i.pdf

h++p://www.state.sc.us/mmo/legal/panel/92-20.pdf
h++p://www.state.sc.us/mmo/legal/panel/94-14.pdf

h++p://www.state.sc.us/mmo/legal/panel/97-18.pdf

TCG/IKON bungles an MLS real estate system:
www.bizjournals. com/charlotte/stories/1998/08/24/story1.html

TCG no longer operating as a school in SC:
h++p://www.che400.state.sc.us/web/academic/SCHOOLS NO LONGER OPERATING IN SC.htm

S2 currently has 4 subsidiaries:

EntireNet (www.entirenet.net), Bellevue WA, has a close relationship with M$. They do a variety of services, training, consulting, develompent, etc. Anderer is also CEO of EntireNet.

Sans Locus (www.sanslocus.com) is a web design outfit in Charleston, SC.

MicrostaffIT (www.microstaffit.com), Columbia SC, provides training services & is also very M$-centric.

SmartBen (www.smartben.com), Conyers GA, is some sort of online benefits thing. Very little info is available.

S2 also used to have a partners page, listing a bunch of companies that seemed to divide evenly between Columbia SC and Salt Lake City. They've got a twisty little mafia going, and I haven't untangled all the tentacles yet.


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Message ID: 103835
Posted By: heimdal31
Posted On: 2004-03-04 19:51:00
Subject: What happened in November
Recs: 2

Ok, since the Anderer letter is legit, then that implies that the BS/RBC deal was partly because of MS. The question is did MS just point Anderer in the right direction or is there more direct control.

I still think it may be the latter, but bear with me a bit while we pull on our tinhats and consider that it may have been more.

If so, then the letter implies that SCO was working on another deal in the 16 to 20 million range that fell through. Later in November, the information about the Boies deal comes out, and BS/RBC make SCO renogatiate that.

So, in late October or early November, if MS was hands on with BS/RBC, then something happened that changed that relationship because if MS was using SCO as a proxy, then they wouldn't give a damn about the Boies deal--unless it is just that MS hates Boies that much, which is always possible.


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Message ID: 103967
Posted By: jldill22
Posted On: 2004-03-04 23:31:00
Subject: SCO, the SEC and the Anderer E-Mail
Recs: 13

I would think it self evident that if MS is the source of at least part of the PIPE deal funds and other previously unacknowledged cash infusions received by SCO, those are material facts in relation to SCO. They have not in the past been publicly disclosed and various SCO executives and directors (including Mr. McBride and SCO CFO) will have signed certifications to the SEC that various SCO registration documents and other filing statements are complete and accurate and disclose all material facts.

If the information in Anderer E-Mail can be shown to be true in a material part, this failure to disclose in the SEC filings will be the quickest route the to prosecution of members of senior management of SCO.

Furthermore, as someone else has pointed out, the SEC may already be active because of this information in reviewing the pending PIPE registration and prior SCO registrations.


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Message ID: 104060
Posted By: heimdal31
Posted On: 2004-03-05 02:11:00
Subject: SCO turned down million dollar deals
Recs: 3

<<Actually, this is the third time. They had the general discovery request, which they came back and said they couldn't answer. Then the order in December, which they said they couldn't answer. We're now on number three.>>

Agreed, but I was actually referring to two times that they have been ordered by a judge to produce evidence.

So as not to make this post totally pointless, I've been thinking. SCO has said that they have turned down some million dollar deals to pursue the IP strategy. I've actually discounted those statements as more hot air.

However, lets put on our tinfoil hats for a bit. As the last two days has shown, we can actually come up with some useful material that way.

On Oct. 12, Anderer writes the now famous Halloween X e-mail. Oct 15 (14?) DB initiates its $45 buy target. On Oct 16, the PIPE deal is consumated.

It appears from Anderer's e-mail that MS had something to do with that. Now Anderer also talked about a 16 to 20 million dollar deal that was in the works. None of this is tinfoil territory yet, but we are about to go there.

The real question I can't answer, which really changes how you view the next few months, is whether MS continued to be an active participant in the BS/RBC deals after this or if MS simply put the two parties together.

Either way, however, SCO does not get that 16 to 20 million dollar deal. Based on Anderer's memo that likely had something to do with MS VP's. Then, SCO announces the 400,000 shares for Boies in November. Now, here is where speculation comes in.

If MS is actively involved in BS/RBC, then MS directed BS/RBC to change the deal so that the PIPE investors get to sign off on any future Boies 20% payouts. They don't change the terms of the Boies payouts, just that they get veto power. This means that the PIPE investors can now block any new deals. If MS just put the BS and SCO together this may mean that BS was the one that blocked the 16/20 million dollar deal, which would make Stowell's (?) statement that SCO had walked away from million dollar deals accurate.

If MS was directing the PIPE dealers, then it means that MS pulls the plug on the new deal and then sets itself up to block any deal. Then, in February, the PIPE dealers renegotiate so that now have voting shares. So, if MS is still the puppet masters, they are getting more and more control via the PIPE deal and are in a position to block any new cash infusion. Or, it could just be the PIPE investors are innocent (well not likely but innocent of MS collusion) investors who, after being duped by SCO, want more control.

Either way, the PIPE investors are now in a position to see more of what is going on and to run SCO into the ground by blocking cash infusions. This means that they would likely lose much of their investment, but would mean that they would get their hands on the carcass when SCO goes belly up.


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Message ID: 104442
Posted By: darlmclied
Posted On: 2004-03-05 12:27:00
Subject: IPX from Groklaw - Anderer's letter IPX
Recs: 12

IPX URL
Authored by: Anonymous on Friday, March 05 2004 @ 04:58 AM EST
http://www.ipxonline.com

IPX is a patent advice firm. I like the bit on the `about us' page where they
talk about `helping you find companies using similar technology to create `new
licensing opportunities''. Patent law at its most utterly revolting.

Anyway - this is what `the memo' is referring to when it talks about IPX.

[ Reply to This | Parent ]

* IPX URL - Authored by: Anonymous on Friday, March 05 2004 @ 06:48 AM EST
* IPX URL - Authored by: Anonymous on Friday, March 05 2004 @ 06:52 AM EST

Updates and URLs


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Message ID: 104443
Posted By: darlmclied
Posted On: 2004-03-05 12:28:00
Subject: IPX from anderer's letter, Y! safe
Recs: 2

IPX URL
Authored by: Anonymous on Friday, March 05 2004 @ 04:58 AM EST
hxxp://www.ipxonline.com

IPX is a patent advice firm. I like the bit on the `about us' page where they
talk about `helping you find companies using similar technology to create `new
licensing opportunities''. Patent law at its most utterly revolting.

Anyway - this is what `the memo' is referring to when it talks about IPX.

[ Reply to This | Parent ]

* IPX URL - Authored by: Anonymous on Friday, March 05 2004 @ 06:48 AM EST
* IPX URL - Authored by: Anonymous on Friday, March 05 2004 @ 06:52 AM EST

Updates and URLs


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Message ID: 104729
Posted By: heimdal31
Posted On: 2004-03-05 15:33:00
Subject: New threenorth posting
Recs: 6

Folks, I believe that I twice promised to do penance for trolling with macbigok.

Well, here it is. It is nothing that I and others haven't posted here before, but I hope it will be a good resource that we can point others at instead of simply trying to point them to this board.

It is a timeline and discussion of Morgan Keegan, Boies and Anderer using the SEC documents. The ony new items that I haven't already sent out at various times on this board are a tie-in with the Halloween VII document and mention of John Wall in terms of the Morgan Keegan timeline.

Enjoy. Hope it makes up for my macbigok responses.

h++p://www.threenorth.com/sco/timeline.html


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Message ID: 104819
Posted By: moonrealestate2000
Posted On: 2004-03-05 16:19:00
Subject: The 16-20 Dollar range (was:Re: New...)
Recs: 4

"Also, I've seen two interpretations of the "16-20" in the Anderer letter -- one that it refers a possible $16 to $20 million dollar deal, the other that it refers to a jump in share price (and indeed after the Baystar deal was announced it did jump to circa $20.) You only focus on the former, I think the latter interpretation is worth a mention."

Since ESR is no regular on this board, he won't have considered the interpretation that the 16-20 Dollar range could refer to the stock price. There was speculation on this board that some people are paid by creating a high price and demand the day their pre-scheduled stock sales take place. If you look at the insider trades of SCOX the days before the Halloween X Mail was sent

http://finance.yahoo.com/q/it?s=SCOX

the Bob Bench mentioned in the mail appears selling some of his shares:

8-Oct-0 BENCH, ROBERT K. Chief Investment Officer
6,800 Planned Sale $102,0001
8-Oct-03 BENCH, ROBERT K. Chief Financial Officer
6,800 Automatic Sale at $16.60 per share. $112,880


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Message ID: 105435
Posted By: heimdal31
Posted On: 2004-03-07 16:53:00
Subject: A Modest Proposal
Recs: 3

I don't have anything to offer you, but if you get what you need, and can write it up, I would love to add it to h++p://www.threenoth.com/sco.

In fact, I've been thinking that the Halloween X documents are likely going to start bringing more news scrutiny. Groklaw is a wonderful resource, but to get at the financial end of things, for the most part, you need to dig into the comments. There is a search capability, but for a reporter new to the whole fiaSCO, it would be involved.

This board is a great resource, but Yahoo's searc is all but unusable.

I don't have the time to do all that I would like, but the material that manyhats is talking about would be a great project.

An examination of what we know about the DB connections and a look at each and every time that Skiba has reiterated his $45 target price in terms of what was happening in the SCO story at the time. (This may be what manyhats23 is talking about.)

Something more on Jonathan Cohen and Royce Associates. I did something back in August, but we know so much more now.

With all the bits and pieces that have come out, a good concise piece on all that we know about the PIPE deal.

Just about any of stdsoft0's posts, as well as a good summary of elcorton's and axul666(?)'s stuff on Anderer.

I'm sure many others can think of more.

If anyone wants to write up some detailed info in html, with links to where you got your data, I would be willing to host it on threenorth.com. You can e-mail me using the address at my Yahoo profile.


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Message ID: 105728
Posted By: heimdal31
Posted On: 2004-03-08 11:28:00
Subject: Anderer contract
Recs: 7

The Newsforge article mentions the Anderer/S2 contract, though they are not sure they have the actual contract. The actual contract was filed with the SEC in SCO's 10-K--as I am sure we are all familiar. A quick glance shows that the contract the Newforge article links to appears to be the same, but I have e-mailed the author and let him know about the SEC filing.

However, that did make me look at the Anderer contract again, which does shed some light on the Halloween X memo. Here are the percentages in points 2 and 3 from the memo:

<<2) Any licensing deal would be at 5%

3) Much of the other work would go from 2% to 3% as I have engaged in
direct, but this would require according to Bob either Darl or you
signing off on the fact that this ane was not a referral.>>

Here is the fee schedule from the contract:

<<(i)two percent (2%) of the net value (as recognized on SCO books) for IC's introductions for SCO to Targets where SCO solely engages in discussions and negotiations of a Transaction resulting in a final M&A agreement with such Target; or

(ii)three percent (3%) of the net value (as recognized on SCO books) where IC engages in discussions and negotiations with a Target resulting in a final M&A agreement; or

(iii)five percent (5%) of the net value (as recognized on SCO books) where IC engages in discussions and negotiations with a Target resulting in a final agreement where the transaction is a licensing agreement that is booked and recognized as revenue; or

(iv)a percentage, as agreed to in advance and in writing, of the net value (as recognized on SCO books) where the IC engages in discussions and negotiations with a Target resulting in a final agreement leading to other 3rd party product license sales, marketing agreement, joint venture, services, or development agreement.>>

Sure would be nice if we could get SCO to explain exactly what the "misunderstanding" was.


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Message ID: 106172
Posted By: heimdal31
Posted On: 2004-03-09 00:39:00
Subject: Request for S2 website info
Recs: 0

I am wondering if anyone actually grabbed a copy of the S2 website from back in Feb when we first discussed it. I remember looking at it, and apparently, since the Anderer memo came out, it is gone.

I would really like to have a copy of the old contents if anyone has it.

Thanks.


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Message ID: 106407
Posted By: heimdal31
Posted On: 2004-03-09 11:20:00
Subject: Newsforge article on Anderer
Recs: 26

http://trends.newsforge.com/trends/04/03/09/0036215.shtml

<< We left a number. Joanie, the administrative assistant who works for Sontag and Darl McBride, told us that not many staff people were in the office Monday.>>

Wonder where they were?

My favorite quote in the whole article:

<<Stay tuned -- there's more to come.>>


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Message ID: 107663
Posted By: freecode_99
Posted On: 2004-03-10 15:12:00
Subject: Ledite is Anderer
Recs: 12

Just an FYI.

freecode


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Message ID: 107860
Posted By: atul666
Posted On: 2004-03-10 20:33:00
Subject: More fun with S2...
Recs: 0

Here are another couple of fun facts about S2's Charleston operations:

* One of the cofounders of S2's Sans Locus subsidiary is a guy named Jamie Posnanski, as indicated in Another of Sans Locus' listed clients is the Charleston Battery, which is the local minor-league soccer team. Mr. Posnanski apparently also plays for this soccer team:

http://www.charlestonbattery.com/history_pregister.asp?pid=77

(There's *got* to be an easier way to drum up business than that. Just goes to show we're talking about a small-time operation here.)


* Here's a *direct* SCO connection to Mr. Posnanski and a few other Sans Locus (=S2) employees:

http://www.kmcmurray.biz.sco.com/main.php3?primNavIndex=3&mainURL=/contentbuil der/layout.php3?contentPath=content/00/01/22/85/94/userdirecto ry41.content

The main page fow www.kmcmurray.biz.sco.com indicates that the author is located in Charleston, too. Huh. Wow. The "Sans Locus" link from the main page [ http://www.kmcmurray.biz.sco.com ] shows the author, presumably a SCO employee, working in the Sans Locus office.

Yeah, this Anderer guy is really just some random outside consultant, huh?

* There's an assistant baseball coach at the College of Charleston named Tom Winterstein. He's ex-TCG (Anderer's old company), ex-IKON:

http://www.inthestrikezone.com/TWbio.htm
http://www.netgenusc.com/netgenusc1/bios.html

He's President and CEO of NetGen Learning Systems, which produces something called the "CIO Academy" (www.lax3.com). On the faculty of this distinguished institution is one Joel Weinbach, who in a total coincidence is a cofounder of S2 along with Michael Anderer:

http://www.lax3.com/cioa/faculty.html

Note there are also several Gartner Group employees on the faculty list. I wonder what this means?

* Sans Locus is supporting some sort of feel-good effort on behalf of the tidal creeks in the Charleston area. Supporting non-controversial causes is always a good way of sucking up to the powers that be.

http://www.charlestonempact.net/project/participants.aspx


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Message ID: 108211
Posted By: heimdal31
Posted On: 2004-03-11 10:29:00
Subject: S2 business license in Utah delinquent
Recs: 14

Also from the Newsforge article in the parent link, S2's business license in Utah is now delinquent. It was not renewed and according to the Utah Dept. of Commerce it lapsed in Dec. 2003. (Can't provide a direct link because it uses session info in the URL.) Perhaps Anderer was already going into hiding then?

Do a search on S2 at the following:

h++ps://secure.utah.gov/bes/bes


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Message ID: 109076
Posted By: doughnuts_hmm
Posted On: 2004-03-12 13:41:00
Subject: S2 'mystery man' Anderer speaks on MS..
Recs: 15

S2 'mystery man' Anderer speaks on MS, SCO, and licensing

Friday March 12, 2004 - [ 05:30 PM GMT ]
Topics: Legal , News and Trends , Linux , Software , Operating Systems
By: Chris Preimesberger

Mike Anderer was the author of the S2-to-SCO Group memo that comprises the "Halloween X" document that was released to the press by Eric Raymond last week. The CEO of S2 and the middleman in the SCO Group's $50 million PIPE transaction of last October 16 contacted us today, and while he is under a non-disclosure agreement and can't say very much about the $50 million PIPE deal, what follows are some of the thoughts he can share.
[...]

http://trends.newsforge.com/trends/04/03/12/1731252.shtml


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Message ID: 109077
Posted By: heimdal31
Posted On: 2004-03-12 13:43:00
Subject: Anderer speaks
Recs: 7

h++p//trends.newsforge.com/trends/04/03/12/1731252.shtml


Sounds like this could be referring to our board. Maybe he really is here:


<<I do think things will work out, and the sooner the better. I believe the software industry is in an incredible renaissance and that means maybe there will be a lot more people out there making things better and a couple fewer people with enough spare time to flame under five separate handles, all registered as underage so they can exploit the better privacy laws we afford to children.

I do appreciate all the effort and help people have provided by digging up old sites and even stuff I had long forgotten about. I am still hoping people dig up some of the more positive projects I have been involved with. I have also had several long lost friends contact me. I think they thought I might need some support. >>


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Message ID: 109217
Posted By: freecode_99
Posted On: 2004-03-12 15:48:00
Subject: Anderer's only testimony that matters
Recs: 2

will be before the FTC, DOJ, SEC, etc.

that will be where the truth or denials will matter.

Have a nice day fella.

freecode


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Message ID: 109550
Posted By: doughnuts_hmm
Posted On: 2004-03-13 19:07:00
Subject: SCO acts as Microsoft shill
Recs: 1

SCO acts as Microsoft shill to attack Linux

Commentary Memory of a goldfish. Sorry, what did you say?

By Charlie Demerjian: Saturday 13 March 2004, 20:03

IN CASE you have had your head in the proverbial sand, over the past week, the already listing SCO case had the air let out of it. The whiney leak you heard when Eric Raymond published the Halloween X memo suddenly turned into a big flappy farty sound. Mike Anderer, the 'brains' behind the MS 'not investment' into MS spilled the beans.
[...]

http://www.theinquirer.net/?article=14707


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Message ID: 109721
Posted By: freecode_99
Posted On: 2004-03-14 10:48:00
Subject: brandandeenee
Recs: 1

whatever you are, you aren't being honest about this. IBM had no contracts with SCO Group, they had contracts with the Santa Cruz Operation which ended when the REAL SCO sold out.

The rest is just another of the S2 FUD stories. As far as Anderer being all that prolific on the web, amazing that he can't be found in all that many places...

IKON with Darl seems to be his claim to fame, oh and being under an NDA to discuss the lawsuits he wants to promote.

SCO Group should have learned to do business first. The fact that they LOSE so many millions makes me think that things aren't so cheap in Utah Valley after all. Somebody is running off with that money - and it probably isn't the average worker either.

Baystar and RBC were taken; SCO Group (not the REAL SCO) have made a big deal out of trying to confuse the names/issues and brands. They just have their own very polluted view of the world, supported by an even stranger view of the laws.

I suspect they are in deep now.

Have a nice day.

freecode


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Message ID: 110112
Posted By: freecode_99
Posted On: 2004-03-15 08:28:00
Subject: Anderer's support @ $8.50
Recs: 11

That is where his 25K share warrant is at $-wise.

He already received 2% of Baystar deal, and $120K for the overall deal.

We are beginning to know oh so much more.

Have a nice day all.

freecode


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Message ID: 110185
Posted By: freecode_99
Posted On: 2004-03-15 10:35:00
Subject: Anderer - is the Plumber
Recs: 4

Anderer may have to explain himself in court then. Creating a false cost is a restraint of trade act that is actionable under the antitrust laws by FTC rules.

I can foresee him having to testify on why he has consistently promoted this web of deceit; I can also foresee the same for MS.

Got any cheese to go along with their whine?

freecode


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Message ID: 110983
Posted By: manyhats23
Posted On: 2004-03-16 11:59:00
Subject: Is Anderer the One?
Recs: 2

He was very vocal concerning his "distance" from SCOX. Which automatically makes me question his involvement ... isn't the theif who yells the loudest?

Anyway ... updated the relationship picture to add Anderer's money.

h++p://sco.terrapin.com/relationship.gif

--m


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Message ID: 111100
Posted By: stats_for_all
Posted On: 2004-03-16 13:39:00
Subject: Royce Tech under Water
Recs: 29

I note from the Royce Technology Value Fund prospectus that their holdings in SCOX increased from 105 K to 430 K after June 30, 2003. As of 2/29/04, this fund still held the 430 K shares. This does not include the 1,600 K shares held on 12/31 as a Royce and Associates Institutional holdings.

At least 325 K of the Royce Tech fund shares were purchased after June, and are now showing a loss. The overweight that Royce has in SCO is dragging this fund performance down.

Jonathan Cohen, the analyst that touted SCO in August 2003 is the investment advisor to Royce. He may begin to dump these underperforming shares, which will increase the float and downward pressure on this stock.


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Message ID: 111411
Posted By: martin_lvnv
Posted On: 2004-03-16 18:31:00
Subject: Dear Darl:
Recs: 0

Are we having fun yet?

Just wondering.

I agree with one thing Darl said: this is the legal battle of the century. The more I find out about Baystar and Anderer the more I think this really is the opening battle of a fight between Microsoft and other proprietary software companies (SUNW?) vs the open source community (including companies like IBM, Redhat, and Novell) to determine if the proprietary companies can outlaw and prohibit free software using the legal systems "IP" laws. SCOX and Linux is just one battle of a much larger war. And the stakes are very high. Much higher than a lousy couple billion dollars.

Lets hope the good guys win. I've got a bunch of work to do, so I'm going to be signing off the board for a while. But I'm sure I'll be back before anything happens in Delaware Federal Court. Have fun and pay attention.

Good Luck.


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