Cents and Sensibility - Kimberly and Friends' Consortium Message Board

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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: DlphcOracl who wrote (34022)	11/27/1999 12:13:00 AM
From: Trader J	Read Replies (3) of 108040

DlphOracl: Please excuse the intrusion onto your thread Kimberly ..... but I would like to add my two cents. By the way, keep up the good work here. APLX - On the surface we have a company with so-so real growth but with a decent projected earnings growth (2000) of roughly 57%. Tame ROE (Return on Equity) which isn't that impressive, and no debt. But profitable. Fairly low float with a middle of the road short position that is sure to grow. What you do have that is intangible and worthy of note is a sector that will continually be thrust into the spotlight day after day at the expense of Microsoft. Applix is positioned on the front end of the Linux OS ..... similar to that of CORL but more related to business productivity tools unlike CORLs offering to the end user for the most part. Regardless of what happens to MSFT, Linux will continue to erode MSFT's 90% market share. Therein lies the true value. There are only a handful of Linux stocks to go around right now, roughly 5-6 that are of noteworthy, one of them coming public very shortly. I will be highlighting them on my thread over the weekend. Make no mistake, like most "Inet" issues, it is hard to justify the multiples of these issues. That is why it is important to attach some tangible/intangible value with plays such as these. Too often will you find the double digit mover with $2M in revenues and quarter over quarter losses exceeding $1/shr. Will this issue be volatile and tradeable? certainly. But what you have is a recurring story stock both directly and indirectly ....... which will be guided largely by the direction of the Nasdaq and the continuing Linux hype. I would not suggest a 100% position here but would suggest a modest 25% position, adding additional 25% positions on breakouts or significant weakness. Always hold out that last 25% though until an extreme opportunity presents itself. I have an article at tigerinvestor.com that details this position strategy. Again, sorry for the intrusion Kimberly, and I hope you all had a great Turkey Day. Trade well all. Tj

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