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Technology Stocks : Corel Corp.

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To: Mark S. who wrote (8272)	12/22/1999 12:20:00 PM
From: Thomas A Watson	Read Replies (1) of 9798

Dear Mark, hmmm... I am a techie. I've used Linux over 6 years in a msft world. 2 years back I saw evolving Linux starting to go. From an investin point of view I've been evaluating Linux stock for two years. Aplx was my first identified Linux stock and mostly other were companies that would benefit from the re credability of Unix solutions by Linux. Today there are pure Linux plays that I consider playing with fire. Applix to me is the best Linux/Unix stock in software and SGI in hardware. SGI is undervalued but can they execute. Applix is superbly positioned for a little company. I don't claim to be a fundamentals expert. But earnings is what it's all about. So even before knowing about corl's earning surprise/warning I posted just this morning. messages.yahoo.com The yahoo thread on aplx has some excellent posters. I also post on SI corl sgi aplx regularly. My analysis is on the technology and trends in industry and I try to figure out if a companies business plan making sense to me. But you can be fooled by technology, I've made a lot of money trading NINE and although ahead gave a lot back by not paying attention to finance. Tom Watson tosiwmee

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