Corel--$100 in 1998 Message Board

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Technology Stocks : Corel--$100 in 1998

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To: A. Hayer who wrote (1805)	3/17/1997 12:43:00 AM
From: revbill	of 2329

A. Hayer wrote: >>Let me add to Cowpland-Matthews alliance theory. At last years annual meeting, Cowpland mentioned a Newbridge-Corel alliance. Could, the Video spin-off, Matthews raising 21MM, be this alliance? After all, video-conferencing is a huge market. Corel has only managed to grab 1% of the market share, so there is lots of room for growth. Both companies would bring enough to the table for this venture to really take-off. How big is this video-conferencing market? -- it's huge! In 1996, Corel Video contributed only $566,000 to Corel's total revenue. If Corel-Newbridge can capture 25% of the market, that could mean $150MM in revenues.<< I have heard the Corel-Newbridge rumour a couple of times now. If Corel is spinning video-conferencing off, would you expect COS-NNC to go public and offer shareholders of Corel shares in the new company as our chunk of the sale? Video conferencing will be huge very soon. Anyone who has wasted a day or two travelling to a pointless company meeting can see this. IF Corel and Newbridge align to go after this business the shareholders of both companies will be well rewarded for their patience.

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