Evolutionary success, in nature, comes from being in the right niche at the right time. As environmental conditions change, that small niche may become the norm, rather than the exception. Until an unexpected comet came along to change "the marketplace", smart biological investors would have placed their bets on the dinosaurs. The new, post-comet environment/marketplace came to be dominated by the descendents, of small, burrow-dwelling, ratlike mammals whose underground homes protected them from dinosaurs and the comet catastrophe.
The reason I like Corel is because from a bionomics (biological economics) perspective, Corel is really planting the seeds for future survival and growth. Just as mosquitoes and human beings have established themselves in almost every part of the world, Corel is developing products that can be used almost anywhere, irrespective of platform.
At the same time, Corel has a wide variety of well-regarded products that could only come from the efforts of creative people with a diversity of talent. Like a venture capitalist with a portfolio of start-up companies, Cowpland has created a portfolio of products. If any 2 or 3 become highly profitable, Corel as a whole will do well.
I would say the key to success right now for Corel is to keep doing things right, don't screw up by releasing defective products, and keep a tight rein on costs, selectively selling off products whose prospects appear less promising. In other words, Corel needs to just keep on doing what is has been doing. |