Corel--$100 in 1998 Message Board

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Technology Stocks : Corel--$100 in 1998

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To: Sleeperz who wrote (2040)	4/2/1997 2:47:00 AM
From: mike lehmann	of 2329

Re: Giant missed opportunity My take is that Corel got out of the CD-R business because it was not their core strength. It's just like the spin off of 'Corel Computer' - Corel should (and is) focusing on its core competencies rather than what look like attractive but ultimately resource draining sidelines. Sure, Corel developed a great CD-R product but from a shareholder's perspective I wonder if that money might not have been spent more wisely. I would have been happier if Corel spent that same money on new innovative drawing, graphics and business application software development where they have a reasonable chance of acquiring a competitive advantage (and a heavy monetary investment that we want to see a return on). They have been focusing, but Cowpland seems to stray to hardware a bit too frequently for my taste. CD-R is too hardware dependent - it's in an area of expertise Corel had years ago but companies like Adaptec are far better at exploiting and managing to success now. Remember to win in the office suites where Corel is competing, they not only have to make a great word processor (they already have that), they need to update Quattro Pro (and think about renaming it ...) to compete with Excel/Lotus, soup up their presentation package so Powerpoint users don't just laugh at it, make Paradox as easy to use and relevant as MS Access. These are tall orders but Office Suites, not word processing, is where Corel bet last year - so to win they better keep busy and keep developing. If Corel had the tens of millions of dollars as it did before the WP acquisition, all these hardware related gambles would be reasonable bets. Choosing Word Perfect and business applications last year seems to be all Corel can afford to do. It's a great choice but Corel has to and should continue to run with it. ML.

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