Well, if you refuse to speculate, others must clearly fill the vacuum...
I'm not "connected" with any of the open source movers and shakers. So take this with a full salt-shaker...
1) The SAMBA group openly distributed a letter denouncing SCO for its hypocrisy regarding open source software
2) A rumor was floating around that the GCC developers were being encouraged to remove support for the SCO platform
Those are two MAJOR applications in the enterprise community, and I think they're hinting at what's about to happen. Unless SCO pulls back, I am willing to bet there will be a push to remove support for SCO platforms with a LOT of the major open source utilities.
McBride was touting Samba 3's features as part of their next package. What if Samba decided to not make a SCO SMB client for version 3?
If gcc no longer supports SCO's systems, then they'll have to find another compiler (and how many of them are out there other than gcc)? They would probably have to license a proprietary one, driving the cost of their software up.
So, with just the two of those, customers are not getting new features they were promised, and they'll have to pay more for it.
If any other software packages leave SCO out in the cold, then that adds even more headaches and cost for SCO.
This, however, is all speculation. It seems feasible, but like I said, I'm not in close with any of these developers.