Corel--$100 in 1998 Message Board

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Technology Stocks : Corel--$100 in 1998

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To: Scott Volmar who wrote (2117)	4/7/1997 2:41:00 AM
From: Michael Burry	of 2329

Admittedly, I am struggling to keep an open mind, as my response to Mr. Lewis probably indicated. Nevertheless, the question arises, "Which companies are well positioned to gain and to PROFIT from BOTH the continued dominance of PC's in homes and the emerging utility of Java/NC's in business? Corel pops up. Citrix, I imagine. IBM, likely. Any others? It's late and I'm not thinking straight, but maybe we can get an idea of how uniquely positioned Corel is with respect to having potential in both markets. The mountain of Microsoft mindshare looms above Corel's home and corporate pc invasion. What mountain looms above Corel's corporate NC/Java drive? Assuming that one day in the near future Corel will figure out how to properly convert the standard WP suite to Java, can anyone so knowledgeable comment on the leap of faith/logic fromthat stone to a conversion of the specialty suites to Java? Mike

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