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Technology Stocks : Applix is back in action

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To: Yeshua who wrote (1833)	9/26/1997 6:55:00 AM
From: carl griffith	of 3014

And Java WILL be adopted by enough corporates by Q2 '98 to make significant revenue to APLX and similar vendors? If so, major Java projects would be underway right now, along with NC desktop migrations. Java/NC will first manifest its oft-touted success via domestic business, especially with Sun's acquisition of Diba and their experience in domestic applications of Java and similar technology. Fail to see how that can benefit APLX. In commerce (investment banking in my case) still loads of Sun/big Unix back office servers, big RDBMS installs and lots of NT desktops and Netscape oriented Intra/Internet developments. The IBM/Lotus/Applix tie-up baffles me a tad - APLX seemingly going more head to head against Netscape/Oracle/Sun alliances, who are by far the more useful/influential Web partners and APLX have so much untapped skill and experience to lend to a Netscape (still very immature but heading the right direct with Web groupware, etc - Lotus' approach to groupware is inappropriate to the Web and I do not see how there will be any mutual benefit in the new Domino pact) ... Look at Novell and GroupWise - Lotus may not be far behind to follow their demise in these markets ... recall, who'd have thought they could lose the 1-2-3 market so quickly?! With Tivoli increasingly being IBMs s/ware face and ever looking at acquisitions to offer a full kit bag of s/ware tools for the enterprise, maybe this is a presage to an APLX aquisition by IBM/Tivoli. Recently the Tivoli/Lotus salesforces were told to sell one anothers products as far as I understand ... Cheers

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