Client Server News articles from July 2004

Client Server News archives from July 2004

SCO Claims Linux Lifted ELF.(Unix Executable and Linking Format)(Brief Article)
July 19, 2004... SCO's two latest filings with the Utah district court hearing its $5 billion suit against IBM claim that SCO's Unix Executable and Linking Format (ELF) codes are in Linux illegally. The charge was made by SCO VP of engineering Sandeep Gupta...

New Commercial Linux Rival To Bedevil Red Hat & Novell.(Specifix Inc.)
July 19, 2004... By the end of the year, Red Hat and SuSE will have a new commercial Linux rival to worry about, one that Red Hat nurtured in its own bosom in its core OS and tools development teams. Two ex-Red Hat VPs, Kim Knuttila, once VP of Red Hat's...

Scooter: The Poster Boy for Classic Management Screw-ups.(Scott McNealy, CEO, Sun Microsystems)(Brief Article)
July 19, 2004... Sun CEO Scott McNealy has made the cover of the latest Business Week, which asks whether it's "too late for Sun to recover." Somehow we doubt this one will make Scooter's collection of framed cover stories. The magazine dubs Sun's...

Microsoft Reportedly Cuts its Biggest Deal Ever.(Brief Article)
July 19, 2004... At press time Prudential had stumbled on reports saying that Microsoft had closed its biggest deal ever - a little number said to be worth a whopping $500 million over the life of the contract with what was only described as a "very visible...

Japan Takes its Shot at Clipping Microsoft's Wings.(Brief Article)
July 19, 2004... Microsoft is going to go a few rounds with the Japanese Fair Trade Commission (JFTC), the country's antitrust regulators, which has told the company to drop the clause in its Windows contracts that says OEMs can't claim licensing fees or...

Informers Wanted.
July 19, 2004... The newfangled Public Patent Foundation, which is counting on becoming a thorn in Microsoft's side, but has no staff to speak of, is encouraging the "public" to turn into a watchdog network and rat out what it calls "Microsoft's patent...

Well, Somebody Wants Sun.(Sun Technology Enterprises Inc.)(Brief Article)
July 19, 2004... A private Canadian investment house by the name of TRC Capital Corporation has made what is called a mini-tender offer for up to 25 million Sun shares, less than 1% of Sun's outstanding stock. The offer, dated June 24, was unsolicited, Sun...

Oracle Poaches Accenture CFO.(Chief Financial Officers)(Brief Article)
July 19, 2004... Oracle, which has rewarded its long-time CFO Jeff Henley by making him chairman and kicking him upstairs, has plucked his replacement out of Microsoft buddy and Oracle commercial partner Accenture. Harry You was Accenture's CFO since June...

IBM Buys Analytics ISV.(International Business Machines)(Brief Article)
July 19, 2004... IBM is bolstering its business intelligence capabilities by buying the privately held Alphablox Corporation on disclosed terms. The Mountain View, California-based Alphablox sells software that lets users embed analytics such as customer...

Intel Makes Big Mess Right in the Middle of Wall Street.(Brief Article)
July 19, 2004... That bus that wrapped itself around a lamppost down on Wall Street on Tuesday was Intel, which created a minor tsunami out of its stock when it reported its Q2 numbers because its transition to 90nm chips on 300mm wafers, no mean feat, went...

Oracle Persists.(Brief Article)
July 19, 2004... Oracle, which is waiting to make its closing argument on July 20 in the Justice Department's suit to derail its controversial, yearlong attempt to acquire PeopleSoft, has extended its tender offer for the company yet again - this time till...

Microsoft Inks IM Deal with AOL, Yahoo.(America Online Inc.)(Brief Article)
July 19, 2004... Will wonders never cease? After arguing for years over interoperability, Microsoft has reached an agreement with AOL and Yahoo that will enable its Live Communications Server 2005 instant messaging application for businesses to connect to...

Windows Marketplace Coming.(Microsoft plans to new website)(Brief Article)
July 19, 2004... Microsoft plans to set up a new shopping and downloading web site called Windows Marketplace. Scheduled to launch this fall, it's reportedly being designed to provide one-stop access to software, hardware and peripherals that work with...

XP SP2 Slips Again.(new delay to release Windows XP SP 2 )(Brief Article)
July 19, 2004... Windows XP SP 2 has now slipped into August. Originally scheduled for June, it was pushed back to July but Microsoft couldn't meet that deadline either. It didn't give a reason for the new delay and would only say that SP2 would ship...

Media Center OS Distribution Broadened.(operating system )(Brief Article)
July 19, 2004... At its partner conference in Toronto the other day, Microsoft disclosed plans to broaden distribution of Windows XP Media Center Edition to the system builder channel. Microsoft said its system builder licenses would let them roll out...

CA Comes Up Short of Guidance.(Computer Associates)(Brief Article)
July 19, 2004... Computer Associates, whose books have previously been a creative masterpiece, says revenues were short somewhere between $35 million and $55 million in the June quarter, its first fiscal quarter, and that it won't make its previous guidance of...

ISA Server 2004 Debuts.(Internet Security and Acceleration Server )(Brief Article)
July 19, 2004... Microsoft's Internet Security and Acceleration Server 2004 application layer firewall and web caching product has moved to general availability. HP was first to announce a hardware, the ProLiant DL320 Firewall/VPN/Cache Server, based the stuff....

Microsoft Steps Up Partner Investments.(Brief Article)
July 19, 2004... Microsoft says it will be increasing its investments in its partner programs in fiscal '05 by $200 million to $1.7 billion. The investment will take the form of people, training and support and is supposed to cover additional field specialists,...

Egenera on Third-Generation 4P Blade.(Brief Article)
July 19, 2004... Egenera, which will soon be the first blade start-up to go public, has developed its third-generation 4p blade using 3GHz Xeon MP chips. The widgets support a maximum 24GB of memory, way more than anybody else, the company preens, making it...

Windows a Veritable Patchwork Quilt.
July 19, 2004... Next to death and taxes, and despite the company's Trustworthy Computing jihad, Microsoft customers can be sure of getting lots of patches to close the abiding vulnerabilities in their software. On Tuesday, Microsoft released a veritable...

For the Record.(mshed briefs)
July 19, 2004... Massachusetts Antitrust Appeal Laughed Out of Court. The six judges of the US Court of Appeals handed Massachusetts a devastating rebuff on June 30 when they unanimously rejected the state's bid to turn the screws on the modest Microsoft...

Storage Warnings Unsettle Sector.(Brief Article)
July 19, 2004... Storage vendors have been humming a melancholy air while posting their latest results adding to the growing concern over the strength of the recovery in the tech sector. "We are getting increasingly cautious about the enterprise storage...

Adaptec Snaps Snap Up for $100m.(acquires Snap Appliances Inc)(Brief Article)
July 19, 2004... Adaptec is acquiring NAS vendor Snap Appliance in a $100 million deal that includes $91 million in cash and $9 million of assumed stock options. Adaptec expects to generate over $40 million in new revenues over the next 12 months from the...

StorageTek Wins Round One in DMCA Suit.(Digital Millennium Copyright Act)(Storage Technology Corp)(Brief Article)
July 19, 2004... At StorageTek's behest, a federal judge in Massachusetts has slapped a preliminary injunction on an unauthorized third-party service vendor for violating the controversial Digital Millennium Copyright Act (DMCA) while doing maintenance on...

Veritas Gobbles Up Invio.(acquires Invio Software Inc.)(Brief Article)
July 19, 2004... Veritas has acquired privately held IT process automation software start-up Invio Software for $35 million in cash to bolster its utility computing push. Veritas is already using the Los Altos, California outfit's process automation engine...

XOsoft Snags $9m.(Brief Article)
July 19, 2004... Business continuity software house XOsoft has raised a $9 million fourth round taking the Massachusetts start-up's total funding to $30 million. XOsoft plans to use the money to beef up its sales and marketing, expand its channel and...

Verari Inks OEM Deal with Engenio.(Original Equipment Manufacturer)(Engenio Information Technologies)(Brief Article)
July 19, 2004... Blade house Verari Systems, which used to be RackSaver until recently, has struck an OEM deal with Engenio Information Technologies, which used to be LSI Logic Storage. The deal will have Verari co-branding and peddling Engenio's complete line...

Open Country To Crowd CA, Veritas et al.(provider of Linux systems management software)(Computer Associates)
July 19, 2004... Well, Linux has spawned a rare management company, which is odd, you see, because one would have thought that by now there would be a slew of them, but there aren't, are there? Enter one Open Country and its flagship Linux systems...

SCO Holds its Own in AutoZone Suit.(SCO Group)(Brief Article)
July 19, 2004... AutoZone, the showcase Fortune 500 Linux user that the SCO Group is suing for copyright infringement as a warning to other alleged infringers, isn't faring too well in court. On Monday, the Nevada federal bench, where SCO filed suit,...

Red Hat To Restate Last Three Years; Stock Blanches on.(financial reports)
July 19, 2004... Credibility Issues Red Hat is going to restate its financials for fiscal 2002, 2003 and 2004 based on the advice it's been given by a new auditor from PricewaterhouseCoopers, who thinks that the company should recognize subscription...

SCO Accuses IBM of Ducking Court's Discovery Order.(Santa Cruz Operation Inc.)(International Business Machines Corp)
July 19, 2004... IBM is trying to shoot down SCO's $5 billion suit against it and get a summary judgment by claiming that it can't possibly infringe on SCO's IP because SCO's Unix copyrights are "invalid and unenforceable," a broad latecomer counterclaim SCO...

French Ministry Smiles on Native Son.(Brief Article)
July 19, 2004... The French Ministry of Equipment is going to replace 1,500 NT office and infrastructure servers with Mandrakelinux Corporate Servers, a nice little "Buy French" move. There were no financial details. The ministry's infrastructure includes...

Mandrake Buys Support Start-up.(acquries Edge IT)(Brief Article)
July 19, 2004... Mandrakesoft is buying a little year-old local support start-up called Edge IT in a stock swap that will give Edge shareholders a 1.47% interest in Mandrake, or 70,000 shares. The six-man concern, whose clients reportedly include a few...

Scali Gets More Financing.(C round venture money)(Brief Article)
July 19, 2004... Norwegian cluster house Scali AS, where Intel has dropped a dime or two, has picked up $7.5 million in C round venture money. A new investor, Atlas Venture, led with existing backer Four Seasons Venture coming in again. Scali says it'll...

Lindows-on-Dell.(Brief Article)
July 19, 2004... Questar, a Dell reseller in Milan is going to sell a line of Dell desktops with Lindows' Linux operating system on it and reportedly ship the stuff with Dell technical support though Dell in the US distanced itself from the move.

Note to Sun: Ask the Last Guy Out To Turn Off the Lights.(Sun Microsystems rumored to be planning another round of layoffs)(Brief Article)
July 19, 2004... The Sun rumor mill is working overtime churning out tales of new impending layoffs coming this month or early next. The whispers suggest that another 9% of Sun's workforce could be thrown out on the street but that what the benighted company...

Perp Walks Pending.(Brief Article)
July 19, 2004... If the rumored schedule holds, and the fact that one of the prosecutors is up and going to work for the UN doesn't upset the apple cart, ousted CA CEO Sanjay Kumar and 14 other CA culprits will be indicted next week, or at worst the week after,...

Somebody Buy CA a Calculator.(Brief Article)
July 19, 2004... Computer Associates just can't get it right. On June 14, one short month after going through the wrenching exercise of restating its tainted fiscal '99 and '00 results, admitting it had overstated $2.2 billion in revenues and acknowledging that...

Ahh, Numbers.(statistics related to The SCO Group Inc.'s suit against IBM)(Brief Article)
July 19, 2004... 241 - The number of CDs SCO has turned over to IBM reportedly containing "hundreds of thousands of pages of documents." 700 million - The number of lines of code SCO says it has turned over to IBM, reportedly "all of the source code for its...

Big Board Loses Out.(Google Inc.)(Brief Article)
July 19, 2004... Google, which promises to have the biggest IPO of the year, is going to go public on the Nasdaq, according to its latest mammoth filing, leaving the rest of us to wonder how the New York Stock Exchange managed to blow it - other than the fact...

Xbox Becomes Magnet for Patent Suit.(Brief Article)
July 19, 2004... An outfit called Magnequench International Inc out of Indianapolis is suing Microsoft and Phillips claiming the Xbox and Phillips CD- ROMs and DVD-ROMs infringe on its magnetic patents and asking treble damages. Magnequench is suing 14 other...

iTunes Hits 100m Milestone.(iTunes Music Store)(Brief Article)
July 19, 2004... Downloads from Apple's iTunes Music Stores have topped 100 million. iTunes Music Stores in the US, UK, France and Germany each offer about 700,000 songs. The results are bound to whet Microsoft's appetites.

The Job It Took Four Years To Fill.(Charles Giancarlo appoints in place of Judy Estrin who resigned four years ago )(Brief Article)
July 19, 2004... Cisco has finally filled the slot vacated by Judy Estrin four years ago and named senior VP Charles Giancarlo CTO, a move made as part of a broader management reshuffle. He will report to CEO John Chambers, retain control of Cisco's Internet...

BEA Co-founder Step Down from Board.(Brief Article)
July 19, 2004... BEA co-founder and first CEO Bill Colman, who has now pushed on to the Cassatt start-up where he is again chief executive officer, has left the BEA board

Did the Earth Just Shake?(Brief Article)
July 19, 2004... Today, Friday, in a historic transition Michael Dell will turn over his job as CEO to Dell president Kevin Rollins at the company's annual shareholders meeting. Rollins also gets a seat on Dell's board. Michael, of course, founded the killer...

Microsoft profits up 82% but still miss forecast.
July 26, 2004... Microsoft's profits spiked an enviable 82% in the June quarter because of an improved IT spending environment that translated into strong PC and server shipments. Despite this impressive showing, Microsoft missed Wall Street's projections,...

Microsoft back in the dock.
July 26, 2004... No sooner did Microsoft clean up one legal mess and save the Windows trademark by writing a $20 million check than it was embroiled in another suit. This time the web-enabled widgetry that Microsoft and Apple use to update software is...

Sun swaps out sales chief.(Robert Youngjohns, Bob MacRitchie)(Brief Article)
July 26, 2004... Sun moved sales chief Robert Youngjohns, the guy who caught the latest spending breeze and managed to deliver Sun's first year-over-year revenue gain in three years in the just-posted June quarter, to a new job as executive VP, strategic...

Salesforce shares its dirty little secret.(Salesforce.com Inc.)(Brief Article)
July 26, 2004... Newly public Salesforce.com, God's latest gift to CRM, has been harboring a little secret since February: it doesn't expect to do as well as people thought, a projection it hadn't thought to share with the outside world until this past...

Oracle, Intel join Liberty Alliance.(along with Computer Associates International Inc. and Sharp Laboratories of America Inc.)(Brief Article)
July 26, 2004... Oracle, Computer Associates, Intel and Sharp Laboratories of America have become sponsors of the Liberty Alliance. Except for CA, which upgraded its membership, the others are new to the organization. Total Liberty membership currently stands...

Microsoft stockholders win $75b lotto.
July 26, 2004... Bowing to the mounting demand to share its gargantuan cash hoard with in-vestors, Microsoft is planning a special one-time dividend of $3 a share that will amount to a breathtaking $32.6 billion, roughly half its stash, way more than anybody...

Microsoft buys search start-up.(Lookout Software LLC, )(Sun Microsystems buys Karelia Software's internet search technology)
July 26, 2004... Microsoft has acquired little Lookout Software LLC on the usual undisclosed terms to bolster what its strategically important MSN Search service can do. The move is not without its ironies considering that Lookout was created by former...

Windows Update Services slips to 2005.(developed by Microsoft Corp. )
July 26, 2004... Microsoft has pushed back the launch of Windows Update Services, the new name for the next version of the old Software Update Services 1.0 patch and update tool, from some time this half to the first half of next year. The name change is...

Intel screws up next Centrino chipset.(Alviso chipset)
July 26, 2004... Because of reported design problems, Intel has had to delay the so-called Alviso chipset that's supposed to sex up the audio and graphics and whatnot of Pentium M-based wireless notebooks. Widgets using the thing were due in Q4. Now they'll...

Microsoft forms new media & entertainment group.(to manage alliances and partnerships)(Brief Article)
July 26, 2004... Microsoft has set up a new unit to strike up partnerships with the media and entertainment industries. The new Media/Entertainment & Technology Convergence Group is supposed to drive Redmond's strategies for converging home entertainment...

Fujitsu now has two Itanium machines.(Fujitsu Computer Systems Corp. introduces Primergy RX1600 rack server)(Brief Article)
July 26, 2004... Fujitsu Computer Systems has added another Itanium 2 box, giving it a grand total of two now. The new one's a two-way rack server called the Primergy RX1300 that's geared to scientific and technical applications, it says. It uses...

IBM to release Atlantic by year-end.
July 26, 2004... At its annual Rational Software user conference the other day, IBM told ISVs that the next version of its Software Development Platform, code named Atlantic, will be available by the end of the year. Based on the Eclipse 3.0 open source...

Red Hat restates Q1, stops freefall.
July 26, 2004... Red Hat, whose management recently created some stupid credibility issues where none had existed, filed its restated 10Q on Monday, an exercise that marginally sweetened the company's Q1 results. Lot of good it did, Red Hat's stock...

Linspire, AKA Lindows, prices IPO.(Linux Watch)
July 26, 2004... Lindows.com, which is being paid $20 million by Microsoft to call itself something else, has priced its pending IPO at between $9 and $11 a share. It'll be using the auction process developed by WR Hambrecht, the outfit that pioneered the idea....

Turbolinux desktop bundles commercial DVD player.(Turbolinux 10F)(Brief Article)
July 26, 2004... Tokyo-based Turbolinux claims to be the first distribution to bundle a legal DVD player supposedly worthy of Windows or Apple and says it's got software that grants legitimate DVD access to its users. It's put the PowerDVD player created by...

Connecticut firm offers paid OpenOffice support.(Enfobridge introduced DownloadOpen- Office.org)(Brief Article)
July 26, 2004... A Connecticut outfit called Enfobridge, or rather its subsidiary, the Flexiety Software Company, has created DownloadOpen- Office.org, a new web site offering professional online support for OpenOffice.org, the free version of StarOffice. ...

Oracle to treat Asianux like Red Hat & SuSE.(linux software of RedFlag Inc.)(Brief Article)
July 26, 2004... Oracle is going to support Asianux directly just like it does Red Hat and SuSE, news that will come as no great surprise since Oracle had a hand in building Asianux, its candidate for the Linux distribution that China, Japan and, what the heck,...

SCO's DaimlerChrysler suit proves a bust.(Linux Watch)
July 26, 2004... So SCO, seeking Fortune 500s it could use as examples to others, sued DaimlerChrysler, a Unix licensee, in March because the car company ignored a letter SCO had sent it and a thousand other companies asking it to swear, among other things,...

Dell ups its EPS guidance.(revenue)(earnings per share)(Brief Article)
July 26, 2004... Dell last Friday raised its Q2 estimates, separating its experience from the ISVs that have been warning of shortfalls and sending the stock market into a tizzy of doubt about the strength of the rebound. Just before its annual shareholders...

ISA server 2004 debuts.
July 26, 2004... Microsoft's Internet Security and Acceleration Server 2004 application layer firewall and web caching product has moved to general availability. HP was first to announce a hardware, the ProLiant DL320 Firewall/ VPN/Cache Server, based the...

EMC doubles profits.(Drive Bay)
July 26, 2004... Bucking the recent experience of some storage vendors, EMC came in with Q2 earnings and revenues that were in line with its forecast, results that were driven by software acquisitions and a strong showing by the company's mid-range Clariion...

NetApp reiterates Q1 forecast.(Network Appliance Inc.)(Brief Article)
July 26, 2004... Network Appliance has reaffirmed its revenue and earnings guidance for its first fiscal quarter and all of fiscal 2005. During its Q4 earnings call on May 18, NetApp said it expected Q1 revenues to grow sequentially by 4%-6%, reflecting...

Carolina folks slow to cash in on Microsoft settlement.(Brief Article)
July 26, 2004... With the deadline looming for filing a claim to a piece of the Microsoft class action settlement in North Carolina, one of the attorneys who brought the case estimated that claims for only about 18% of the $89 million settlement have been made....

CA names new head of North American sales & CIO.(George Fischer, Kevin Kern)(Computer Associates International Inc.)(Brief Article)
July 26, 2004... Computer Associates, whose sales operation helped cook its books and embroil the company in the scandal that continues to dog it, has tapped George Fischer, an inheritance from CA's acquisition of Platinum Technology, to be its new senior VP,...

New iPod out.(Apple Computer Inc.'s new iPod)(Hewlett-Packard Co. planning to launch iPod)
July 26, 2004... Apple has put out the fourth rev of its hugely popular iPod portable digital music player. The new iPod features a Click Wheel interface for one-handed navigation and up to 12 hours of battery life. It's available in a 20GB version for $299 and...

Microsoft saves Sun from nasty loss.
July 26, 2004... Thanks to Microsoft--and some restructuring write-offs--Sun managed to eek out a profit in the June quarter. Better yet, especially for Sun's argument that it's got a future, revenues were up 4.3% year-over-year for the first time in...

CA trims its prospects for the next nine months.(Computer Associates International Inc.)(Brief Article)
July 26, 2004... Computer Associates claimed it's not one of those ISVs that limped out of calendar Q2 like Siebel, whose earnings fell 16% because sales suddenly dropped at the end of quarter, clipping revenues almost 10%. Still CA had cut its June...

Novell previews next-generation federated ID scheme.(Odyssey )(Brief Article)
July 26, 2004... Novell has been showing off some perspective Liberty Alliance 1.2-certified widgetry, code named Odyssey, that's supposed to federate identity information among business partners while maintaining user privacy. Companies will be able to...

ManageSoft gets second round.(series B funding of million)(Brief Article)
July 26, 2004... ManageSoft has brought in $13 million in Series B funding, putting its total financing to date at $28 million. Siemens Venture Capital GmbH led the round, reinforcing ManageSoft's strategic relationship with Siemens Business Services, the...

Solaris-on-Itanium Redux.(BILLY GRAMS)(Brief Article)
July 26, 2004... Sun is threatening to move Solaris to the Itanium and IBM's Power chip if it can find any customers. Sun and Intel practically came to blow over Sun's Itanium port, which Sun started out of fear that the part would come to own the market. When...

Larry--ready to dine out?(BILLY GRAMS)
July 26, 2004... Oracle CEO Larry Ellison is licking his lips in anticipation of feasting on the remains of some of the companies whose stock is being gutted in the latest investor flight. Prudential thinks he might take a run at BEA and Filenet.

Enterprise software was hit by an irrationally exuberant trolley car.(forecasting enterprise software industry)(Brief Article)
July 26, 2004... "We performed a post-mortem on the enterprise software industry and concluded that while deal closure rates fell off as the second quarter drew to a close--impacted by continued pricing pressure, some vertical experiencing weakness [sic], and...

Oh, great, a pocket PC virus.(BILLY GRAMS)
July 26, 2004... One among the emotionally troubled 29A VX virus-writing group, which wrote the Cabir virus for the Symbian operating system, has created the first known Pocket PC phone and handheld virus, a thing dubbed WinCE4.Dust, a so-called...

Novell lands Salmon.(acquisitions)(Brief Article)
July 26, 2004... Novell is beefing up its European enterprise consulting and services by acquiring UK consultancy Salmon Ltd, which specializes in enterprise web applications and services. What it's paying is a secret. Salmon, which employs 150 people, did...

And the point is?(BILLY GRAMS)
July 26, 2004... Sun says it's going to open source Solaris while Sun CEO Scott McNealy said, "Most CIOs aren't for it. I haven't run into one customer that wants us to do it."

The party's not gonna be quite so gay.(federal agencies oppose the technology spending)(Brief Article)
July 26, 2004... US federal agencies are gonna slam the brake on tech spending, which is estimated to have grown 5%-10% year-over-year for the last decade, according to Datamonitor. The market analyst predicts that growth will drop to a compound annual rate of...

Better the devil you know or the devil you don't?(Mario Monti political activity)
July 26, 2004... Italian party politics may leave Microsoft's bete noire Mario Monti, the EC antitrust czar, without a job once his term ends in October, according to the Wall Street Journal. Apparently, Italian Prime Minister Silvio Berlusconi's coalition...

M'soft broadens source code access.(Microsoft Corp.'s licensing program for most valued professionals)(Brief Article)
July 26, 2004... Microsoft has expanded its Source Licensing Program for Most Valued Professionals to 2,187 MVPs in 27 countries across all products. The program, which provides access to Windows source code, has been open to 1,800 MVPs since October, but only...

Red socks, red braces, red tie.(Red Hat Software Inc.'s marketing strategy)(Brief Article)
July 26, 2004... Red Hat still hasn't penetrated international markets where it's dependent on indirect channels and Prudential, fresh from a tete-a-tete with Red Hat management, thinks that the company may "pursue a strategy of distributing its technology...