freecode_99/stats_for_all/panglozz and his *personal vendetta* (1) against institutional investors . | LNEGF Message Board Posts

Loon Energy Inc.

  LNEGF website

LNEGF   /  Message Board  /  Read Message

 

 






Keyword
Subject
Between
and
Rec'd By
Authored By
Minimum Recs
  
Previous Message   Post Message   Post a Reply return to message boardtop of board
Msg  34 of 34  at  10/3/2019 3:21:25 PM  by

jayaramkalluri


freecode_99/stats_for_all/panglozz and his *personal vendetta* (1) against institutional investors ...

Message ID: 35297
Posted By: freecode_99
Posted On: 2003-08-29 16:01:00
Subject: Major investors in SCO
Recs: 6

Integral Capital Mgmt 521,410
Pequot Capital Mgmt 517,800
Barclays Global Investors Intl 206,173
Whitney Asset Management Llc 172,917
Royce & Associates 167,500
Weiss Peck & Greer 75,885
Oberweis Asset Mgmt 75,000
American Century Investments 60,000
Vanguard Group 49,321
Lehman Brothers Asset Mgmt 46,418
Northern Trust Co (chicago) 30,630
Zweig Dimenna Partners 14,700
Highland Capital Mgmt Corp 10,000
Fidelity Mgmt & Research Co 2,435
Deutsche Asset Mgmt (new York) 800


Some intersting facts: Pequot and Weiss Peck and Greer all entangled. Some of Pequot are former Oracle staff. Barclays I am surprised by, but maybe Fuzzywhe can inform us of his side of the pond's reputations.

Whitney owns Microsoft and HP stock as well. Hmmm.

Royce is Jonathan Cohen, gambling with other people's money (OPM).

That is the top 5, but now we know the major institutional shareholders here.


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 36149
Posted By: freecode_99
Posted On: 2003-09-01 23:37:00
Subject: Time to realize ther are no little guys
Recs: 5

Okay folks,

there are no little guys investors in this stock. The only people who are buying this up are those that are footing the campaign against GNU/Linux. That is the message we need to get out to the community.

We need to make everyone aware of who the people are who have bought into this scam. We need to make people aware of their relationships and how this web ties together. We need to build the concrete examples of this that we have found into a positive case that can be shown publicly and remove the cover of the investment shadows to expose the light of day on their activities.

Let the public then decide if they trust these people to be honest and above board. Let the IBM lawyers have a field day in discovery. If I were an IBM lawyer, I would go after every one of the institutional investors for their emails and correspondence as they are obviously heavily involved here.

Can you say discovery? Certainly there is a copy of all correspondence between the parties hereto with the SCO Group and the Canopy Group. The Institutional investors probably talked directly to the Canopy Group to try to distance their immediate funding from the SCO Group's records. Their backers talke to their investment shells to distance themselves from the Canopy Group but they had to talk to somebody to start this ball rolling, and they are continuing to converse as is evident by their buying patterns.

This may be the next big business scandal, simply because of everywhere it does reach. Too bad the 60 Minutes boys are too aging - in the day they had balls. Now they are too old to follow a story with the same zeal and their corporate masters would probably kill the story anyway.


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 36244
Posted By: freecode_99
Posted On: 2003-09-02 10:51:00
Subject: Whitney Assets
Recs: 0

Joined this group of investors between March and June, 2003. Was not a SCO group holder before then, nor interestingly enough a Transmeta holder before then. Now holds both.

Weird.


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 38063
Posted By: freecode_99
Posted On: 2003-09-05 13:00:00
Subject: Did the shells all bail out?
Recs: 0

Okay, the Yahoo! site just added ownership to its list, but they have a VERY different picture than some other sites. Specifically, the Yahoo! ownership list is missing:

Integral Capital Mgmt
Royce & Associates
Pequot Capital Management
Whitney Asset Mgmt.
Oberweiss Asset Mgmt.
American Century Investments
Lehman Bros.

Have they pumped it to the top and now bailed, or is Yahoo! simply behind the timnes in reporting owenership? If they bailed, it is sayonara for the free-wheeling back-channel funds from shell companies.

Either Yahoo! is wrong, or the MS ties just left town. Anyone have better up-to-date information?


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 38072
Posted By: freecode_99
Posted On: 2003-09-05 13:13:00
Subject: REPEAT: Did they bail?
Recs: 0

Okay, the Yahoo! site just added ownership to its list, but they have a VERY different picture than some other sites. Specifically, the Yahoo! ownership list is missing:

Integral Capital Mgmt
Royce & Associates
Pequot Capital Management
Whitney Asset Mgmt.
Oberweiss Asset Mgmt.
American Century Investments
Lehman Bros.

Have they pumped it to the top and now bailed, or is Yahoo! simply behind the timnes in reporting owenership? If they bailed, it is sayonara for the free-wheeling back-channel funds from shell companies.

Either Yahoo! is wrong, or the MS ties just left town. Anyone have better up-to-date information?


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 38083
Posted By: freecode_99
Posted On: 2003-09-05 13:28:00
Subject: Funny, new Institutional Investor
Recs: 0

Zweig Dimmena is a

"US equity hedge fund incorporated as an open-ended investment fund headquartered in the Virgin Islands."

LOL, their material claims they are "highly diversified and risk-averse."

BS - they bought into this crap game.


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 39021
Posted By: freecode_99
Posted On: 2003-09-08 17:29:00
Subject: Interesting re-arrangement on Yahoo!
Recs: 0

Now they list Peqout as the Number one Investment holder, but Integral Capaital Managemnt is still number one. Pequot is just number two. Information on them can be found at:

https://www.pequotventures.com/pequotventures/team_sector.jsp?sector=Software and Services

There is team 2 in institutional investors.


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 39317
Posted By: freecode_99
Posted On: 2003-09-09 09:37:00
Subject: Cohen has no fear of the SEC I suppose
Recs: 0

"Jonathan Cohen said this: company will make 3.00 a share next year.

Why are there so many bashers here? "

Provide a link please, to prove that. Cohen is a major institutional investor (Royce and Associates). I suppose he disclosed that this morning too?

Provide us with the link so we can report it. I would love to do that again today. Proof, if you have any. Otherwise - just more hot air.

I LIVE BY MY OWN SENSE OF INTEGRITY


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 45284
Posted By: freecode_99
Posted On: 2003-09-24 12:39:00
Subject: crunchie: Hanging on and why
Recs: 7

"I think that was the plan, but I wonder if it will play out? What if it becomes too expensive to keep up? Going by the chart (I know, I know!) it is not unreasonable to expect this to be well below $15 by 9/30 despite any attempts to prop it up. If it hits $10 it will be right where it was at the beginning of the quarter.

Will they hang on till the 30th, no matter what?"

Remember, there is no honor amongst theives. They probably have to hang on so that the major holders positions can be reported to the SEC. The reason? Can you imagine how fast this puppy would get delisted if the major holders report that they have sold out their positions prior to 9/30? It would plummet like a stone.

That would then give the SCO/Canopy ppl an excuse to squeal about the whole thing (which is why they are being paid in all probability - it IS extortion money).

Remember this quote from Darl: "A contract is a weapon you use against somebody."

Priceless, and probably aimed at his supporters and backers, letting them know they had better play along, OR ELSE.

What the "or else" is, is anybody's guess. Probably some damaging communications though. It would make sense.

Somebody probably ran a survey for this ploy for them before hand. They do it all the time. It reminds me of the "Get Smart" questions from Maxwell Smart: "Would you believe I have two hundred agents outside waiting to burst through that door and arrest you? No? Well how about three agents? No? Well how about my mother and a really bad-tempered dog?"

The plan was never really well executed. It started out to anger the Linux community with a wide front attack (in the media). At first, the media weren't buying it. Then suddenly they went from all smiles (look at the C|Net pictures when they weren't buying it) to all scowls (when they were saying SCO Group had a case) to now (when they are learning to be skeptical, apparently by some miracle).

There is a plan, but it hasn't held water very well. The very SCOsource presentation tells us what it was all about. It was COFF libraries and ibcs2. When they realized this couldn't make them money, they changed strategies.

Financial entities know so far:

Rennaisance
Morgan Keegan
Royce & Associates
Canopy Group
Integral Capital Mgmt
Barclay's
Pequot Financial
Silver Lake Partners
Whitney Asset Mgmt
Weiss, Peck and Greer
Oberweiss Asset Mgmt
American Century Investment
The Vanguard Group

That's a pretty full boat. I wonder who among them are just "following along" and who are really deep in it. I think I know, but I wonder about a few.

We will see who is there come the 9/30/03 reports to the SEC. I am willing to bet they will have to hold out by some contract that we don't have. It's called a Letter Of Agreement, and I bet they have them in hand.


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 47104
Posted By: freecode_99
Posted On: 2003-09-29 13:00:00
Subject: Canopy Group Cohorts
Recs: 2

Reanaissance Group
Wasatch Ventures
Draper, Fisher, Jurvetson
Royce & Associates
Integral Capital Management
Pequout Capital
Whitnmey Asset Management
Barclay's
Weiss Peck & Greer
Silver Lake Partners
Oberweis Asset Management
American Century Investment Management
The Vanguard Group
Marketocracy
Spartan Funds

The money is playing this one. Follow the money.


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 48091
Posted By: freecode_99
Posted On: 2003-10-01 13:06:00
Subject: Still feel like taking advice?
Recs: 1

Here is something to remind you to stop and think then.

Wall Street's Dirty Laundry:

Citigroup

Focal Communications, Metromedia Fiber, RCN, Level 3 Communications, XO Communications, Williams Communications, Adelphia Business Solutions and AT&T

"We lose credibility on (McLeod) and (XO Communications) because we support pigs like Focal."

U.S. Bancorp Piper Jaffray

Esperion Therapeutics and Triton Network Systems

"Esperion has not met a single milestone that they have laid out since they went public. Everything has slipped."

UBS Warburg

Triangle Pharmaceuticals and Interspeed

"Triangle is a very important client of (the firm). We could not go out with a big research call trashing their lead product, although we had the feeling the FDA might balk."

Merrill Lynch

InfoSpace, 24/7 Media, Lifeminders, Homestore.com, Excite@home and Internet Capital Group

"(Lifeminders) at $4. I can't believe what a POS that thing is. Shame on me/us for giving them any benefit of doubt."

Lehman Brothers

Razorfish, RSL Communications, DDI Corp., RealNetworks and Broadwing

"We bank these guys so I always have to cut the benefit of the doubt."

Goldman Sachs

Exodus and WorldCom

"Investment banking consideration have prevented me from making a change."

Credit Suisse First Boston

Digital Impact, Synopsys, Numerical Technologies, Agilent Technologies, Winstar and The New Power Company

"At the time, (the investment banker) informed me of unwritten rule number two: 'why couldn't you go with the flow of the other analysts, rather than try to be a contrarian?'"

Bear Stearns

SonicWall, Micromuse, CAIS Internet and Digital River

"I have to tell you, I feel a bit compromised today. I have told every client on the phone that they should avoid or short the stock over the last few months. I have been fairly hands-off on (Digital River) primarily because of the banking prospect."


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 54278
Posted By: freecode_99
Posted On: 2003-10-21 08:32:00
Subject: Gatrner/Weiss
Recs: 7

ManyHats,

remember that Gartner is 46.5% owned by Silver Lake Partners (think Bill Gates, Steve Ballmer, et al). Then, remember there is a Weiss, Peck and Greer as an investor, who are also Robeco, Robeco-Sage, and Boston Partners (maybe something to do with Renaissance as well?).

All of them hide behind their parent Company Robeco's skirt. So you never know exactly who is who. It may be part of his investment in SCOX for all we know. Then again, it may not.

Just do not forget that Gartner is owned by Silver Lake and that Silver Lake is an investment vehicle for the principles of Microsoft, so it is very unlikely they could sustain any objectivity in the market - period.

That is all you need to know about that.


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 55324
Posted By: freecode_99
Posted On: 2003-10-24 15:28:00
Subject: Weiss, Peck & Greer
Recs: 1

From the SCOX Major Holders Page:

Pequot Capital Management, Inc. 517,800 3.74 $4,955,345 30-Jun-03
Integral Capital Management Vi, LLC 300,000 2.17 $2,870,999 30-Jun-03
Integral Capital Management V, LLC 221,410 1.6 $2,118,893 30-Jun-03
Barclays Bank Plc 206,173 1.49 $1,973,075 30-Jun-03
Empire Capital Partners LP 205,000 1.48 $1,961,849 30-Jun-03
Whitney Asset Management LLC 172,917 1.25 $1,654,815 30-Jun-03
Royce & Associates, Inc. 167,500 1.21 $1,602,974 30-Jun-03
Weiss, Peck & Greer LLC 75,885 0.55 $726,219 30-Jun-03
Oberweis Asset Management Inc. 75,000 0.54 $717,749 30-Jun-03
American Century Investment Management Inc. 60,000 0.43 $574,199 30-Jun-03

Except now, I am not so sure about the Paul Allen and BayStar link. I don't think Paul is involved. I did a little research and I think BayStar has other clients for this:

Siriusradio.com

Why? Because siriusisthenextdell tells me so. He has had too much insider information and has been there everytime there was a major announcement. Its his "in your face" attitude too. Add to that:

h++p://www.baystarcapital.com/public/news_archive_left.html#

And go down to the news archive dated 06/05/03 - a link to an investment in Sirius Radio.

So either a) He'sa Baystar employee or B) he has the backing of Sirius management or C) he is a Sirius Employee who has some axe to grind over open source or d) none of the above but it is worth the speculation. ;)


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 55498
Posted By: freecode_99
Posted On: 2003-10-25 21:46:00
Subject: To Mr. esf1950
Recs: 14

Once again. I am not a long or a short. I am just an individual whos everly dislikes the tactics being used by the management of theis company and its owners/players who are basically using false allegations and denials of FACTS to try to raise the value of the stock. They seem to have a lot of assistance from people who believe that as long as there is money to be made - who gives a damn about morals?

That attitude is either due to ignorance, laziness, or incompetence. All of those do not excuse earning money from something you should know is highly suspect. If it is wrong, the money is like poison. It is bad karma.

You can choose to deny that. I tend to think that you can earn money honestly by producing a good product, or you can sell out your morals and just not give a damn. The monetary reward is not worth it for me. That is my choice.

I don't judge you for your choice, so you need to stop assuming I (or any other strong sell) is a short player in this stock. There are some things you don't do when you know they are wrong. One of those things is to support a corporation that is basically attacking the credibility of many hundreds of thousands of coders, engineers and enthusiasts calling them basically thieving scum. Especially when those people could make you a much better system that will profit you more from building better and less costly systems over the long run.

You can choose to do that. I am not here to deny you that choice, for you may feel these are honorable men that would attack volunteers who are interested in freedom. Surely these honorable men are not solely in this for the money when they demand payment without proof of any wrongdoing. No, these honorable men are not the types to commit extortion in full view of the legal system by making such threats.

If you choose, you may support such honorable men as would commit such acts. They are of the same ilk as those honorable men of Hollywood who don't mind suing twelve year old girls who are being supported by a single mother, grandmothers and college students and take their life savings, all for their personal profit. No, you have the right to choose to support such honorable men such as these.

As for me, I know that the honor lies with the men who have selflessly striven to enable our world to be a better place by the sweat of their brow. Had the honorable men you choose to invest with kept their fight between themselves and their primary intended victim, then they would have kept their mouths tight and made an appeal to the community for assistance.

Instead, these honorable men choose to act in anger and vitriol first, then claim injury because they have no proof for their cause of their attacks. These honorable men say they were driven to their anger and indiscriminate attacks because they had no evidence of their wrongs.

No, I shall not try to stop you from investing with such noble and honorable men. You are free to choose which side of honor your heart lies.

As for me, I choose not to engage my future or my fortunes with these noble and honorable men who choose to attack without cause or direction. I shall not honor their cause by sustaining their efforts with my financial support in any way.

If there were an option that allowed me to express my sentiment correctly, it would have to be "Without Honor".


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 57966
Posted By: freecode_99
Posted On: 2003-11-03 16:46:00
Subject: Antoher Fund Alarm commentary
Recs: 26

Also from FundAlarm:
h++p://www.fundalarm.com/arc0803.htm


"It's rare when a mutual fund manager generates dozens of comments on an Internet discussion board, and it's even more unusual when most of those comments are hostile, obscene, and threatening.....Jonathan Cohen, manager of Royce Technology Value, has recently been generating a huge amount of discussion board heat, and here's one of the more printable comments from the Yahoo! board for SCO Group, formerly Caldera International (symbol=SCOX):

"...Cohen is simply pumping the stock because he is on the hook for having purchased the stock on behalf of a fund he manages.

BIG TIME conflict of interest here.

For additional humor segment, consider Cohen's statement as follows:

“These are companies with very good balance sheets and the ability to generate lots of cash flow,” he said.

Yummy, lots of cash flow. We love cash flow. Too bad SCOX barely has any now and will go RED again soon due to falling revenue and rising SG&A. I'm sorry Cohen, but if you place SCOX into that sort of category, I will stay the hell away from your fund.

The underlying issues are fairly complex, but basically it goes like this: SCO Group owns the license to distribute the UNIX computer operating system, and SCO is suing IBM for $1 billion, claiming that IBM used computer code from the UNIX system, without permission, for the freely-distributed LINUX operating system.....LINUX fans view SCO as a weasel and/or extortionist, and they have a rabid dislike for anyone who supports SCO in any way.....Royce Technology Value is one of the largest institutional owners of SCO Group, and Cohen has appeared widely on TV and in print, enthusiastically extolling the virtues of SCO stock (SCO was recently the largest holding of Royce Technology Value, at about 5% of the portfolio).....Even if Cohen were right about SCO, he'd be despised by the LINUX crowd, but Cohen also seems to have been quite lax about disclosing his large ownership interest in SCO at the time he was making his glowing recommendations, and there's strong circumstantial evidence that Cohen's hype is one of they key factors supporting the SCO stock price.....Several denizens of the Yahoo! board have filed written complaints about Cohen with the SEC and Eliot Spitzer's office, and there are confident predictions that Cohen will be the next Wall Street criminal invited to do a perp walk.....As far as we can tell, nobody on Yahoo! has addressed the issue from the mutual fund side, which is this: Cohen positions Royce Technology Value as a conservative alternative in the wild-and-wooly tech world, yet the only major business prospect for SCO Group, the fund's top holding, seems to the chance that SCO will prevail in its billion-dollar lawsuit, or at least be able to settle for some significant percentage of what it is asking for.....If this isn't a roll of the dice, right out of the 1999 tech bubble, what is?.....And with a P/E ratio of 100+, it's difficult to see how is SCO Group an appropriate investment for any kind of value fund, tech or otherwise."

Kinda sums it all up, don't it now? ;)


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 58110
Posted By: freecode_99
Posted On: 2003-11-04 09:21:00
Subject: The intricate web of connections...
Recs: 1

It will all come out in the wash. Thanks to handy Tide! dirty-dealing remover detergent. It will uncover more twisted dealings than a hooker on the corner.

NeW handy Tide! DD Detergent is brought to you by, CS&M the folks who know where their towel is at all times.

Remember, this sideshow has been an SEP sponsored by the folks at MSFT, Renaissance, Baystar, Deutsche, Royce & Associates, Legg Mason, Integral Capital Management, Weiss, Peck & Greer, Whitney Asset Management, JHC Capital Management, SUNW, Empire Capital Partners, Pequot Capital Management, Oberweis Asset Management, American Century Management, the Royal Bank Of Canada, Yankee Group, Forrester Group, C|Net, ZDNet, the Enderle Group, and some good old boys who either got out early, or only built the strategy but wouldn't run it.

Their entertainment dollars were mis-spent, but it has been fun seeing them go to great lengths to arrange this capital entertainment.

We should remember to show our appreciation by putting our money behind the efforts of those who did not and would not arrange such capital entertainment value for us.

Sit back, relax. Don't worry, be happy!

SCO man say the license due,
Don't worry,
be happy!

Darl say he's going to sue you,
Don't worry,
be happy!

Ralph say he no repsect any of you,
Don't worry,
be happy!

Don't worry,
be happy.
Turn that frown upside down.

It is a good day to be alive!

freecode


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 61674
Posted By: freecode_99
Posted On: 2003-11-15 14:19:00
Subject: Nice Try Buy You Are An Idiot
Recs: 2

ROTFLMAO

"they are winning"

Yeah, about that and the upcoming Michael Skiba PUMP for this stock: We know about it, and we now know that they DO have an inside connection at the SEC on the BOD. Too bad.

I had better hopes for our government. It seems the SEC has fallen apart at the seams and allowed itself to be punked by these folks and their allies.

I have lost faith in the institutions of our government. They have failed us, they must be replaced with a group of people that will not fail our laws in favor of money versus our rights as citizens.

Budgetary pressures are not an excuse that is even reasonably satisfactory anymore. When you have dedicated people - they find a way to make it happen - to enforce the laws of the land. When you have people dedicated to the dollar versus enforcing the laws - we get these games with Mutual Fund Managers and Old Cronies influencing and interfering with investigations.

The failure to investigate the active complaints can only be assumed to be influence-peddling at this point. If there is no action taken - then we know why: M-O-N-E-Y.

Sad really, for I had hope that what we had were some men with cojones. Obviously they need to do some serious house-cleaning and counter-intel ops inside the SEC to find out who is holding up the active investigations over there - because this is one scandal that should be under the frigging microscope by now.

So, you want to say that SCO *ownz* the SEC now too? Are you willing to make that claim pumper? Why not just come out and say it then? If you are *winning* because you aren't going to be under scrutiny from the SEC - then say so. I dare you. Lay your cards on the table (unlike the company you are pumping for) and let the public know what influence you believe you have that will keep you safe from scrutiny. It's time for thr truth - not more bullsh*t stalling - the f**king whole truth and nothing but.

Otherwise - you are a liar and a shill. I have no problem with saying that, because I know when someone is a 'tard and you are a company shill, lying to the public in search of greater fools.


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 62042
Posted By: freecode_99
Posted On: 2003-11-17 09:58:00
Subject: New Shareholder information
Recs: 10

Manulife of Canada - guess they came in with RBC Securities, or they are the client for RBC - one of the two.

Whitney Asset Mgmt - sold off 55% of its stake.

Barclays has sold off 15% of its holdings.

Weiss, Peck and Greer have droped 5%.

Pequot doesn't even show anymore - guess they left.

Bjurman Barry & Associates new hold 167,000 shares (JHC's stock? - going to research).

Royce & Associates have dropped about 200,000 shares as well, down to 1,273,700 shares from 1,441,200 shares.

Integral we know dropped out earlier by SEC filings.


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 62079
Posted By: freecode_99
Posted On: 2003-11-17 10:32:00
Subject: Reference for Shareholder Information
Recs: 0

http://tinyurl.com/kwrz

No honor amongst them. I haven't found the SEC data yet, still digging for it, but it has to be reported somewhere.

freecode


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 68863
Posted By: freecode_99
Posted On: 2003-12-08 13:33:00
Subject: There goes the Texas School Fund
Recs: 1

http://tinyurl.com/y9v1

Damnit! They invested our tax money into this Titanic!

Time to start calling the State School Board to complain. :(

My kids deserve better.


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 89696
Posted By: freecode_99
Posted On: 2004-02-04 23:11:00
Subject: TICC - interesting from SEC filings
Recs: 2

From TICC's filings at the SEC:

"In this environment, we believe that many well-positioned technology-related companies could benefit from improved access to capital and that a significant opportunity exists to provide them with capital through debt and equity investments. The compression of valuations for technology-related companies in
the public equity markets, together with a steep decline in the number of successful initial public offerings, have limited the availability of public equity financing. These developments have also impeded new funding by private sources of equity capital, such as private equity and venture capital funds,

to the extent they have been unable to execute successful exit strategies

with respect to their portfolio holdings. At the same time, many technology-related companies have had difficulty raising alternative forms of capital.

Historically, technology-related companies, and particularly earlier-stage technology-related companies, have generally relied upon equity rather than debt financing. As a result, the market for debt financing of technology-related companies is generally less developed than the debt markets serving other types of businesses. In spite of the large number of technology-related companies in the United States today, we believe that these companies are significantly underserved by traditional lenders such as banks, savings and loan institutions and finance companies due to their non-traditional financial profiles and the
fact that many businesses in technology-based industries lack the size, and the markets in which they operate lack the concentration, necessary to justify large loans by traditional lenders.

We believe that many viable technology-related companies have either not been able, or have elected not, to obtain financing from traditional lending institutions. We believe that these factors are likely to continue, given the ongoing consolidation of the financial services industry, and we seek to take advantage of this perceived opportunity to invest profitably in technology-related companies by purchasing their debt and equity securities."

Sounds like a PIPE transaction to me.

freecode

SEE: h++p://tinyurl.com/2umzc

Very interesting


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 98476
Posted By: freecode_99
Posted On: 2004-02-26 10:34:00
Subject: Notice Small Cap & Major Institutions
Recs: 0

I wonder if the holders are using their mutual fund holdings to trade on the short-side of life? Could it be that by holding the micro-cap shorts, they hedge against the big bag holdings and have been using that to prop up their postions and make money with nickel and dime trades?

If you notice the summary of major institutional and then small-cap holders - they are virtually the same entities - except one side is the mutual fund side, one side the big fund side. What an excellent way to use the market to squeeze capital out of this thing - wonder if that is legal?

Anyone know?

freecode


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 108590
Posted By: freecode_99
Posted On: 2004-03-11 18:06:00
Subject: About buy backs: What they really mean
Recs: 2

Having been around a company with a "buy back" program in place, it was a way of stating you are confident without ever spending dime one. The only way they could "buy back" 1.5 million shares is in very large blocks, and the major players aren't going to sell as long as they can milk the cow.

Retail? Forget it - you're screwed. This is an institutional ploy - hoping to lure those institutions back to the fold. Most of them seem to have much more sense than to bet their balances on a three-legged mule in the Kentucky Derby with blinders and a horrible knack for biting the jockey.

Buy back in an honest company suggests that they believe they can weather the storm of whatever it is they are currently seeing and will survive, or that the stock is undervalued and needs to be priced higher. In this case (IMHO) it's a desperate gamble for air.

Personally, Mother Goose wrote better stories than this. :)

Have a nice day.

freecode


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

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.


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user
"stats_for_all" under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 123663
Posted By: stats_for_all
Posted On: 2004-04-17 16:54:00
Subject: Broadmark Capital Invests in SCOX
Recs: 23

Following suggestions that Robert (Bob) Bench is the key player in SCOX, I began a search for him.
Bob Bench shows up with a testimonial at a Seatle based boutique Investment bank website. His testimonial (one of four) says:
“Caldera International, Inc., now The SCO Group, Inc. engaged Broadmark Capital at a challenging time in our company's history. They took our assignment with enthusiasm and provided needed focus with professional direction and care. The time and effort spent by Broadmark's professional team was above and beyond expectations. They were able to develop a clear message and target the appropriate opportunities for our company's best financial interest. Within a few short months from the engagement of Broadmark we had identified investors and options that were right for the company at its current stage. They scheduled and accompanied us to many face to face meetings that allowed us to develop long lasting relationships. They assisted management in preparing appropriate materials and presentations to articulate the company's message. They were effective in assisting our negotiating process and structuring appropriate financing and equity instruments. We found that Broadmark gave us the critical attention and personal time commitment to accomplish the objectives we required. The Broadmark team assigned to our company were professional and personally motivated to accomplish the task.”
-Bob Bench, CFO, The SCO Group, Inc. (f/k/a Caldera Internationl, Inc.) Lindon, UT

Broadmark Capital describes itself "The firm offers investment, advisory, and financing services to emerging companies, institutional investors, and high net worth individuals."
The individual responsible for the SCOX investment is
Aidan M. Stretch, Managing Director of the Seattle branch aidan@broadmark.com

The news archive at the broadmark site begins tracking SCOX on August 4, 2003.

It looks to me that Broadmark was involved in the PIPE deal, and not the Baystar, but the RBC portion. The deal would involve a high-net worth individual in the Seattle area.

Has anyone found reference to Broadmark Capital previously ?


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user
"stats_for_all" under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 128077
Posted By: stats_for_all
Posted On: 2004-04-28 00:56:00
Subject: New Positions on Institutional list
Recs: 16

New institutional holdings are being posted on the Nasdaq Institutional holding list, effective 3/31/04. Most data is still stale (effective 12/31/03) but some surprises show up. I checked to see who could of been holding the 165K dump. Not many candidates.

Major changed positions effective 3/31/04 are:
American Fund Advisors added 80K to 140 K total
Vanguard Group added 31K to 138 K total
Manufactures Life Insurance of Cananda with a 35% increase to 55 K shares
Ohio Public Employees Retirement increased 28% to 48.2 K shares
Mellon Bank increased 66% to 38.9K

New positions
Teachers Retirement System of Kentucky with 113,300 new shares as of 3/31/04
Homans Peter a new positon of 20K

American Funds and Manufactures Life are cross linked
Portfolio in the public an teacher retirement funds resemble Vanguard/Wellington
It is not stated if the retirement funds have a subadvisor who may have recommended these positions.

Data available at the Nasdaq site ie:, http://www.nasdaq.com/asp/holdings.asp?mode=&kind=&symbol=SCOX&symbol=&symbol=&s ymbol=&symbol=&symbol=&symbol=&symbol=&symbol=&symbol=&FormType=Institutional&mk ttype=&pathname=&page=holdings&selected=SCOX
or far more easily
http://tinyurl.com/vslp


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user
"stats_for_all" under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 135408
Posted By: stats_for_all
Posted On: 2004-05-19 14:19:00
Subject: Clovis, portrait of a bagholder
Recs: 16

Clovis Capital is representative of a number of similar institutions which expanded or opened SCOX holdings in the first quarter ending 3/31/04. Its 157 K share stake intrigued me because it is roughly equivalent to the total in 10K block sales occuring 5/18. There are a limited number of institution holding SCOX in this volume.

Clovis is a medium sized hedgefund with 638 MM in assets. The SCOX investment is unusual because it is very limited (currently worth $470 K, perhaps $1 MM at purchase), The next larger holding is worth 3.7 MM, and median of the 40 portfolio companies is 20MM.

The pattern where an unusually small stake (relative to median portfolio holdings) in SCOX is repeated in several other of the Institutional holders who added to SCOX in the first quarter e.g. Kaintuck (50 K), Allen (100K)

These small positions are consistent with an investment view of SCOX as very high risk poker bet. Clovis could be expected to hedge this bet, based on their fund description. The position is also consistent with a gentleman's agreement with other owners.

Clovis pricipal, Scott Scher attended a all-day investment dog-and-pony show hosted by Defense IT firm AMS in December, 2003.
The guest list for this event includes 4 members of RBC Capital, 2 from Royce,
and several others who made subsequent investments in SCOX. (UBS, Putnam).
One Ken Goldblatt of the very intriguingly named S Squared Technology Group also attended this event. (83 total attendees)

The connections between RBC, Royce and others in the hedge and arbitrage communities (as evidenced by the AMS conference) could easily have developed into an arrangement to hold coordinate long and short positions in SCOX.

========================
NOTES and Documentation:
Clovis role as a hedgefund is documented by several sources
See: HEDGE FUND MASTERCLASS at www.nybrt.com/mc/annts/mc031015.html
Source for AMS guest list: ir.thomsonfn.com/investorrelations/ irfiles/5598/Takeaway_SEC.pdf
S Squared Technology Group has a single web mention (2001) for 6% ownership in the now defunct Renaissance Worldwide (a IT & wireless consulting firm) of Waltham, Mass. SEC document lists 515 Madison Ave NYC, as S Squared address.

RBC attendees at AMS conference
Waldo Abbot
Stephanie Babich-Allegra
Nils Haugestad
Eric Welsch

Royce: Chip Skinner,Jay Kaplan

A feature of the Clovis portfolio is its overlap with Krevlin (also a hedge player). TYCO, Pep Boys, Yellow Roadway and some others are shared.


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user
"stats_for_all" under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Message ID: 142318
Posted By: freecode_99
Posted On: 2004-06-08 15:54:00
Subject: A letter
Recs: 12

"March 7, 2004

Office of Policy and Evaluation
Room 394
Bureau of Competition
Federal Trade Commission
600 Pennsylvania Ave, NW
Washington, D.C. 20580

The Technical Committee
10500 NE 8th Street, Suite 625
Bellevue, WA 98004

Coordinated State Enforcement of Microsoft Antitrust Judgments
c/o California Office of the Attorney General
455 Golden Gate Avenue, Suite 11000
San Francisco, CA 94102

New York State Office of the Attorney General
Attn: Eliot Spitzer
Bureau of Investor Protection and Securities
120 Broadway
New York, NY 10271

Mr. Richard Blumenthal
Attorney General, State of Connecticut
P.O. Box 120
Hartford, Connecticut 06141-0120

Mr. Greg Abbott
Office of the Attorney General
PO Box 12548
Austin, TX 78711-2548

Federal Bureau of Investigation
J. Edgar Hoover Building
935 Pennsylvania Avenue, NW
Washington, D.C. 20535-0001

Public Company Accounting Oversight Board
Washington Office
1666 K Street, NW
Washington, DC 20006-2803

Public Company Accounting Oversight Board
New York Office
1251 Avenue of the Americas
New York, New York 10020

Department of Homeland Security
Information Analysis Infrastructure Protection
Washington, D.C. 20528

RE: Complaints of Potential Violations of: Illegal Business Practices, Deceptive and False Representations of Intellectual Property, Racketeering by Wire and Mail Fraud, Extortion, and Collusion in Violation of an Existing Consent Decree

In the Matter of: SCO Group a.k.a. Caldera International; Canopy Group; Microsoft Corporation; Royce & Associates; JHC Capital Management; BayStar Capital; S-2 Partners LLC; Renaissance Ventures; Morgan Keegan; Technology Investment Capital Corporation; Deutsche Bank Securities; Bjurman, Barry & Associates; Legg Mason, Inc.; Capital Guardian Trust Company; Krevlin Advisors, LLC; Empire Capital Partners, LP; The Royal Bank Of Canada; RBC Dain Rauscher; whether wholly, severally, jointly or in part acting together as to
form a de-facto cartel and/or consortium to destroy fair competition and in collusion to violate the rules of fair trade against the community of developers and users of the GNU/Linux Operating System in order to maintain a monopoly and restrain the adoption of ideas and methods not protected under copyright."

I know it exists. Justice knows it exists. So why the delays in acting?

freecode


------------------------------------------------------------
The text of this Yahoo Message Board post has been licensed for
copying and distribution by the Yahoo Message Board user "freecode_99"
under the following license:

License: CCL Attribution-NonCommercial-ShareAlike v2.0
------------------------------------------------------------

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

(1) www.investorvillage.com/smbd.asp?mb=4799&mn=12&pt=msg&mid=19753353


     e-mail to a friend      printer-friendly     add to library      
| More
Recs: 0     Views: 39
Previous Message   Post Message   Post a Reply return to message boardtop of board






About Us  •  Contact Us  •  Follow Us on Twitter  •  Members Directory  •  Help Center  •  Advertise
Not a member yet? What are you waiting for? Create Account
Want to contribute? Support InvestorVillage by donating
© 2003-2019 Investorvillage.com. All rights reserved. User Agreement
   
Financial Market Data provided by
.


Loading...