Applix is back in action Message Board

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Technology Stocks : Applix is back in action

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To: JAG who wrote (2091)	1/8/1998 8:22:00 PM
From: Dr. J	of 3014

Cash per share: Last time I checked they had $2/share approx. That's part of the reason the stock hasn't dropped more Sales per share: P/S= about 1. This is what first interested me in them. It's a classic product turnaround (a "Super Stock" if you've read the book) if they had the right new product set, and lots of other qualifications. The most important one is "a unique competitive advantage". Most of the people on this thread think that is Java - I agree, but they are in the wrong market with their Java apps. Enterprise is butting up against some very heavy hitters who were in the market first, have greater momentum, more money, and better products. I don't know what the right Java market is (do you see anybody making money on Java except the tools developers). Unfortunately apparently Applix doesn't either. I love the technology. I haven't ever invested in a tech company which I didn't think had great technology. But the other 1/2 of the business (sales and marketing) doesn't cut it. As for a buyout - I doubt it; none of the Service companies would touch it (no added value) and the IBMs, Lotus;s etc. are developing their own stuff (the NIH problem). CA perhaps? :)

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