Corel--$100 in 1998 Message Board

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Technology Stocks : Corel--$100 in 1998

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To: Maher Sid-Ahmed who wrote (2216)	4/18/1997 1:08:00 PM
From: Michael Burry	of 2329

Three things worry me: One, I don't trust management to do right by the shareholders, no matter how successful. The announced buyback last year that never was irks me. And Cowpland has been less than trustworthy for quite a while now. Two, Cowpland's comment about being dead in the water if Java doesn't take off. Paired with MSFT's blistering Office 97 sales and the spread of FrontPage and NT, it appears that Corel can't compete with MSFT mindshare unless it has the Java edge. Even the optimists understand Java isn't going to rescue Corel anytime soon in terms of revenue. If Cowpland doesn't think the company's going to make it without Java in the next year, my assumptions were wrong about the company's business. Three, stock is sinking to a new low, through all support technically. Good luck, Mike

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