Corel--$100 in 1998 Message Board

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Technology Stocks : Corel--$100 in 1998

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To: Robert Lewis who wrote (2086)	4/5/1997 1:26:00 AM
From: Michael Burry	of 2329

Order processing -- such as in hospitals all across the country. That's one huge industry. As in large scale manufacturing of just about anything. Another huge industry. As in any kind of purchasing department. Another huge piece of the pie. There's a lot of money out there in "order processing" and other low level tasks that require flexibility among disparate users. I don't think anyone here believes that the graphics designers are going to be using thin clients. Publishing, programming -- these are the things the Byte article points out thin clients would not be good at. Duh, I didn't know that. This is why I say his criticisms ring a little hollow. A parallel argument: "PC's? For who? The home market and small businesses? Serious users requiring true power are going to be using souped up workstations and mainframes anyway. Hence, PC's will never attain critical mass." There is a failure of logic in the article on the relative sizes of the markets on which the author comments. Mike

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