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SCO Goes Private With $100 Million Backing

Posted by Zonk on Thu Feb 14, 2008 04:34 PM
from the this-is-just-a-touch-unexpected dept.
AmIAnAi writes "Just when you thought it was all over, the SCO story takes a new twist. SCO has received $100 million financing from Stephen Norris Capital Partners to get them out of Chapter 11 and go private 'The move gives Stephen Norris, whose namesake founder was a co-founder of private equity giant The Carlyle Group, a controlling interest in SCO, which now has a platform to continue its court battle with Novell Inc. over royalties from the Unix server operating system, SCO's main business ... According to a statement from the company, SNCP already has a business plan for SCO that includes pursuing its legal claims.'"
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  • by Scareduck (177470) on Thursday February 14 2008, @04:35PM (#22426274) Homepage Journal
    ... the Stephen Norris group. When do the judges get sick of barratry?
  • by grub (11606) <slashdot@grub.net> on Thursday February 14 2008, @04:35PM (#22426276) Homepage Journal

    Man oh man...

    This news completely ruins my day.

    I just know that tonight while my lady is receiving the annual ~Valentine Fisting~ my mind will be on SCO and their ridiculous lawsuits, not on the work at hand. She'll know something is bugging me, get pissed off and make me stop. I'll have KY to my elbows for nothing.

    Thanks SCO.

  • Brilliant! (Score:5, Insightful)

    by TheOldSchooler (850678) on Thursday February 14 2008, @04:37PM (#22426296)
    What kind of genius investment group thinks sueing IBM is a winning proposition?
    • Re:Brilliant! (Score:5, Interesting)

      by KiloByte (825081) on Thursday February 14 2008, @04:51PM (#22426556)
      It's not about winning money. It's about making sure SCO's corporate veil isn't pierced.

      If that hive of villainry fails, some of their dealings could see the daylight. And at least a couple of big companies are really interested in making sure this doesn't happen. So they funnel money into the sinking ship to keep it afloat or make it sink in a secluded place -- it's better to lose some cash than have the dirt revealed.
    • by eln (21727) on Thursday February 14 2008, @04:51PM (#22426560) Homepage
      They're business plan isn't ONLY suing IBM. From what I can gather from the article, it's a brilliant and guaranteed to succeed three-pronged approach involving suing IBM, suing Novell, and selling a product no one has used for 15 years. They can't lose!
    • by WebCowboy (196209) on Thursday February 14 2008, @06:44PM (#22428102)
      Nobody running a successful LBO firm is stupid enough to make this ridiculous lawsuit the central part of an execution plan.

      The Statements in the release are quite lawyerly indeed. The funding is in place, IN PART, to "see SCO's legal claims through to their full conclusion". PJ interprets this to mean "continue to attack Linux", and indeed the deal suggests that is something these investors would like to see returns from: the vast majority of this $100M is not hard cash to be handed over in one lump sum loan, it is a "line of credit" to fund continued operations and part of financing this line of credit would be, IIRC, 17% of any monetary judgments in SCO's favour.

      However, I cannot believe that the smart people behind SNCP sincerely think they have a good chance of actually WINNING the lawsuit. I think it's more of a "lottery ticket"--lawyers make sure their butts are covered, and that they'll be able to screw ove...errr I mean "receive compensation" under all circumstances. "Continue to pursue" litigation "to their full conclusion" could very well be code words for "finally put it to rest". They apparently have a plan that includes the legal stuff but haven't released details (and taking SCO private would mean they don't ever have to do so). That plan very likely incorporates (or entirely consists of) a contingency plan. It looks pretty bleak to reverse the decision on copyright ownership, but they can appeal a judgment on royalties owed to Novell and get out of paying tens of millions. The same goes for any counter-suits from the likes of IBM or Red Hat. SNCP may think they have the ability to get SCO out of hot water without paying out as much (or any) money.

      In short, their legal strategy might (wisely) be a defensive strategy to cut their losses and move on. To paraphrase that cute song "if I had a (hundred) million dollars", well, I'd "buy me a SCO" too actually, and that would almost be my legal plan, though I'd be more apt to not put too much effort in "cut the losses" and settle out of court. If I was some LBO billionaire dude I'd buy SCO, and when judgment came I'd say "here's your money Novell", and subsequently settle all other disputes quickly. Then I'd promptly GPL UNIXWare and OpenServer and use what's left of the technical people to refocus SCO as a "solutions provider" to target the thousands of SCO users around the world with UNIXWare/OpenServer-to-Linux migration plans. Anything of redeeming value in the newly-GPLed legacy OS products would then be incorporated into a "LinuxWare" distribution tailored to be as close as possible to a drop-in replacement for existing SCO customers.

      The background of SNCP and their "middle eastern partners" really make me uncomfortable though. Those stated partners include the Saudi prince who is Bill Gates' investment partner in the Four Seasons hotel chain. These are legally-savvy business tycoons. I cannot see them taking the "Mark Shuttleworth act of benevolency" approach that I'd take. They are no doubt acting with convincing insider knowledge. I think that there might be a few motivators for this investment:

      * They might have a convincing legal argument to overturn some of the judgements against them--for example they might be able to retain copyright to at least portions of UNIX, and that would at least allow the IBM lawsuit to move forward and keep the FUD coming for Microsoft.

      * They are trying to stem customer migrations to Linux. I have no doubt that even if Microsoft isn't tied to this deal that BillG *is* in some capacity, and he obviously has the betterment of Microsoft in his self interest. The business plan outside the legal battle may be in fact to steer SCO customers towards Microsoft solutions, and perhaps to eventually have MSFT absorb SCO entirely. If you combine that with the first point, that would mean MSFT could end up with some UNIX copyright ownership--a great piece of IP to leverage if you wished to embrace, extend and extinguish *real* UNIX operating systems of all kinds (like
  • Obligatory (Score:5, Funny)

    by Philodoxx (867034) on Thursday February 14 2008, @04:40PM (#22426348)

    Step 1. Pile money onto a sinking ship

    Step 2. ???

    Step 3. Profit!

    I have a very poor financial outlook for the near future, why can't somebody give me $100 million? Hell, I'll use that to make legal claims about somebody else's IP! I can probably even develop an operating system nobody in their right mind would use.

    • THe ??? bit (Score:5, Insightful)

      by EmbeddedJanitor (597831) on Thursday February 14 2008, @05:11PM (#22426870)
      Hire your brother (Kevin McBride) as a lawer and pay him a pile of legal fees (thereby getting the money out of the sinking ship and back onto dry land, but out of reach of the investors).
  • Calm down, everyone (Score:5, Informative)

    by Bruce Perens (3872) * <bruce@pereELIOTns.com minus poet> on Thursday February 14 2008, @04:40PM (#22426358) Homepage Journal
    It's abundantly clear that SCO's court case isn't going anywhere and this is a really poor investment. I agree that we should look for who is back-stoping the investment (as last time), because nobody in their right mind would make this investment expecting to make a profit. I don't think it's even worthwhile for FUD value any longer. We've essentially won this case already, there isn't really any going back.

    Bruce

    • by MightyMartian (840721) on Thursday February 14 2008, @04:47PM (#22426494) Journal
      I think, in a backwards way, it's a good thing. There's some concern in some quarters that SCO evaporating before the questions it raised would leave those questions unanswered, and that someone might try this stunt again. Now everything, including what SCO owes Novell, will get a full hearing.
  • Norris? (Score:5, Funny)

    by DoofusOfDeath (636671) on Thursday February 14 2008, @04:40PM (#22426360)
    When I mis-read it, I thought: "Chuck Norris can make SCO viable!".

    I'm glad it's just *Stephen* Norris.
  • by C_Kode (102755) on Thursday February 14 2008, @04:41PM (#22426376) Homepage Journal
    Lets take inventory.

    * Taking a beating in court.
    * Its only valid business is a dying operating system.
    * Your customers and pretty the entire tech industry hates you.
    * The company is in chapter 11.
    * The company has a negative cash flow.
    * The judge in your case appears to hate you because of your court practices.
    * I hate you.

    Yeah, lets throw $100 million at them...

  • Connect the dots (Score:5, Interesting)

    by RichMan (8097) on Thursday February 14 2008, @04:41PM (#22426378)
    -----
    Thanks to spacelifeform on GL:

    http://www.iht.com/articles/2007/02/12/bloomberg/bxfour.php [iht.com]

    NEW YORK: Four Seasons Hotels, the manager of 74 luxury hotels, said Monday that it had agreed to be taken private by Bill Gates, Prince Alwaleed bin Talal and the chief executive for $3.8 billion, including debt.

    Coincedence?
    ----
    Who is Stephen Norris,

    http://www.snpartners.com/norris.html [snpartners.com]

    Looks like there could very easily be some behind the curtain financing of this through foreign nationals.

    ---
    Mr. Norris acted as a principal financial advisor to Prince Al-Waleed bin Talal Al Saud of Kingdom Holding Company, in structuring and negotiating the re-capitalization of Citibank, which returned over $15 billion in profits on about $590 million of equity invested. He also advised or played a key role in other Kingdom Holding Company investments. He was appointed by former president George H.W. Bush and confirmed by the U.S. Senate to serve as one of five governing members of the $100 billion Federal Retirement System Thrift Investment Board.

    Since 1997, Mr. Norris, and certain members of his team, have worked on a number of investments including real estate investments in Europe and the United States. They were involved in amongst others the privatization of Thompson CSF, the recapitalization of Suez, the acquisition of portions of Credit Foncier's real estate portfolio in Paris by the German firm of IVG, the formation of Nomura's (London) bid for a Dutch mortgage bank, the offer by a major Saudia Arabian investment firm for Lamborgini in Italy, and the formation of a bid by Leucadia International's for the Labouchere Bank in Holland. He also negotiated and structured investments in Synxis Corporation, which was backed by George Soros and Mr. Norris, and MARC Global Holdings.
    ---
  • Oh good (Score:5, Funny)

    by Morkano (786068) on Thursday February 14 2008, @04:42PM (#22426386)
    Oh good, looks like Novell and IBM can acually get some money out of SCO now.
  • by Jay Maynard (54798) on Thursday February 14 2008, @04:43PM (#22426416) Homepage
    Novell is now assured of getting every penny they've got coming to them.
  • Pamela Jones wrote [groklaw.net]:

    "Hahahaha. Maybe this is the key?

    SNCP has developed a business plan for SCO that includes unveiling new product lines aimed at global customers. This reorganization plan will also enable the company to see SCO's legal claims through to their full conclusion.
    That's code, I think, for 'this will enable the company to continue to attack Linux'."
  • by russ1337 (938915) on Thursday February 14 2008, @04:53PM (#22426590)
    Its like some really bad slasher flick where the bad guy just..... won't.... fucking.... die...., and the audience gets tired of all the inventive ways in which they are bought back to life....


  • by WarJolt (990309) on Thursday February 14 2008, @04:53PM (#22426592)
    After a nuclear holocost the only thing left will be cockroaches, twinkies and SCO. If you chop off the heads of SCO lawyers they continue to live for a week. Just when you think they're dead those tiny little litigating arms start moving again.
  • I am worried (Score:4, Insightful)

    by syphax (189065) on Thursday February 14 2008, @05:10PM (#22426840) Journal
    There's that old saying,

    Never attribute to malice that which can be adequately explained by stupidity.

    Stupidity cannot adequately explain this move, which leaves...
  • One clarification (Score:5, Insightful)

    by drgould (24404) on Thursday February 14 2008, @05:16PM (#22426920)
    SCO is proposing to go private.

    Right now they can't buy paperclips without Judge Gross's permission (ok, I'm exaggerating, but only a little).

    The US Trustee, Novell and IBM are all going to over the plan with a fine-tooth comb and the judge isn't going to approve it just on SCO's say-so. This could be like the York deal that SCO tried to push though last year, all smoke and mirrors.

    So don't go getting your shorts in a bunch just yet.
  • SCO Sitcom (Score:5, Funny)

    by EEPROMS (889169) on Thursday February 14 2008, @05:24PM (#22427024)
    Watching the shenanigans of SCO has turned into the geek equivalent of Dallas [wikipedia.org] for geeks.

    This week on SCO
    Novel "oh my god!, Im sure I killed him"
    SCO "Im baaaaack and I have 100 million dollars"
    Red Hat "what crack monkey gave him money ?"
    • by EEPROMS (889169) on Thursday February 14 2008, @05:36PM (#22427228)
      Meanwhile in the Valley

      IBM "Im going to fist you till you scream Oracle"
      Oracle "your disgusting, say you truly want me again that turns me on"
      IBM "I....."
      [PAUSE]
      Oracle "whats wrong ?"
      IBM "I just felt a stirring in the source.... almost like millions of programmers said WTF!!"
  • Wrong (Score:5, Informative)

    by John Hasler (414242) on Thursday February 14 2008, @05:36PM (#22427226)
    > SCO has received $100 million financing

    SCO has received nothing except offer (which is probably contingent on many conditions). They cannot accept it without permission of the bankruptcy court. To read some actual facts go to Groklaw.
  • by kilgortrout (674919) on Thursday February 14 2008, @05:44PM (#22427326)
    And you can't do a deal like this without authorization from the Bankruptcy Court. This will probably all be part of a Chapter 11 plan of reorganization the details of which have yet to be filed by SCO. The devil is in the details with these things and you can be sure SCO will be out to screw all general unsecured creditors; that's pretty much par for the course in all Chapter 11 plans. Also, expect a lot of Bankruptcy Court litigation over the status of Novell's claim, i.e. SCO will attempt to lump them in with the other general unsecured creditors and Novell will assert its trust theory. At any rate the post petition funding here will not be available to SCO's pre-petition creditors, including Novell. All those claims are dealt with in the CH 11 Plan and are discharged by the approval of the Plan.
  • by Animats (122034) on Thursday February 14 2008, @09:58PM (#22430052) Homepage

    This doesn't do that much for SCO. It gives Novell, IBM and Red Hat cash to go after. Remember, there are substantial legal claims against SCO, and those claims are on much stronger grounds than SCO's claims against anybody.

    SCO is headed for their day in court:

    U.S. District Court - District of Utah - Court Calendar
    Honorable Dale A. Kimball
    Tuesday, 04/29/2008
    08:30 am: SCO Grp v. Novell Inc (2:04-cv-00139-DAK-BCW) Bench Trial

    The only question in that trial is how much money SCO owes Novell. SCO will appeal, but they are unlikely to win.

    • Re:Yikes (Score:5, Informative)

      by milsoRgen (1016505) on Thursday February 14 2008, @04:43PM (#22426406) Homepage

      Does SCO even produce anything anymore?
      Well yes... UnixWare [wikipedia.org], OpenServer [wikipedia.org] and Smallfoot [wikipedia.org].

      Certiainly doesn't look like a winning product portfolio, well not in their hands at least.
    • Re:Yikes (Score:5, Interesting)

      by samkass (174571) on Thursday February 14 2008, @04:46PM (#22426480) Homepage Journal
      When looking at companies, the products are important but only as indicators as to the people behind them. When Amazon was losing money hand over fist, its shares were still sky-high because people believed that Jeff Bezos and his team were a good bet. I can't imagine how anyone could feel that, after everything, SCO could possibly have assembled a $100M team. I don't know how to say this without offending the dozens of people left at SCO, but you'd have to have some form of brain damage, or be really, really desperate for gainful employment to still work there.
      • Re:Yikes (Score:5, Interesting)

        by Anonymous Coward on Thursday February 14 2008, @05:12PM (#22426878)
        I don't know. I was talking to someone whose spouse still worked there. We mentioned the lawsuit (peripherally, not really wanting to bring it up since I figured it would be a sore subject).

        They started talking about how IBM and Novel stole a whole bunch of their Intellectual Property and put it into Linux, and how Linux is nothing but a bunch a thieves.

        I just sat there biting my tongue and changed the subject quickly, but it was really odd talking to someone "on the other side of the fence" who was a developer, and not in management.