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Technology Stocks : Applix is back in action

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To: Retta who wrote (2899)	12/22/1999 1:36:00 PM
From: Thomas A Watson	Read Replies (1) of 3014

I've been working on a long applix rant. I call it applix six pence. I posting it but it's a work in progress and welcome all comments. First let's step back and and think general. The rate of progress is a function of the timely planned and serendipitus exchange of information. How is the world/market evolving? Paul Allen's wired world. What has to happen for the evolution? Bandwidth and Infomation analysis. HOW/What companies will benefit. The ability to get and understand information more quickly is productivity. So now for companies to invest in, what companies have products that create the glue of progress. I now throw out some questions as food for thought. The Linux OS has many advantages and several companies provide the distributions, the glue of Linux. Is this a business model to produce earnings? Much has been writen about the dynamic of the Open Source and one idea that I found very interesting from Eric Raymond is the idea of the sale value and the use value of software. A key concept in understanding why computer systems are having such a remarkable impact on productivity is that the use value of the software is orders of magnitude more than the sale value. Another trend is that the possible sale value of is being reduced by open source development of similar software. Another idea is that the next stages creating increased productivity of Computer systems will depend on far better and timely processing of Customer Transaction data. This will drive a requirement for software to more custom/exactly fit the diverse needs of many companies. So what is going on in the market today? Bob Young of Redhat made many speeches (pre IPO) where he said one of the goals of Redhat was to take the 5 billion dollar OS market and reduce it to 500 million. Linux is doing that slowly. So even with major penetration of the market this photo showing 13 dollars (sales value) worth of Linux distributions tends to demonstrate that the Linux OS has virtually zero sales value. watman.com Can applications like MS office create earnings in the evolving market? Now for this ever growing Linux penetration there are no predominate apps in any way similar to MS office. In Linux space there is competition and that indicates the the sale value of office application software areas like office suites is limited. What about earnings from the home market? Another rule that I believe applies is that application adoption is ruled from business/office to home migration path. So here I see no predominate player. But in how I see that adoption of Linux and the reasons for adoption of Linux from it current server space to desktop space I'd say that Corl apps have just OK use value to business. Corl apps simply may fill current uses. When a company switches or adopts new technology, are they looking to replace or replace and augment. What is the next step in business productivity enhancement? From a current IBD article. It is on Line. investors.com This quote tells of CRM... "D'Auteuil thinks the race has just begun. "CRM is in its infancy," he said. He's right. The market for CRM-related products was $5.1 billion last year. That will grow to $18.1 billion by 2002, according to Aberdeen Group. by 2002. investors.com I agree that CRM will be a new revolution of business productivity. What is the next step after/during that? Real time CRM. So is there a sorta Linux company that has that kind of technology? Use value.... An office suite that has the elements for CRM and that has development tools. Kinda like a visual basic on the shelf. A real time engine that can feed this and the next generation of business automation. Now early on, Linux is still to many a bastard child. So having apps that run on Linux and real OSes, current commercial OSes is important to early adoption consideration. (As a 25 year system's engineer I believe that Linux is THE real Unix but then I'm considered wacky by most.) But is this technology real? When one thinks of Customers transactions and real real time. Has any company used and demonstrated this capability???? Company Press Release Charles Schwab & Co. Chooses Applix iTM1 Well-Known Online Brokerage Replaces Existing OLAP System to Improve Financial Planning, Modeling, Forecasting and Budgeting biz.yahoo.com Some additional food for thought. I believe that the marketplace is totally ignorant in general of the meaning of and value of CRM and even less comprehending(99% clueless) of real time. The ever growing I/O infrastructure/connectivity of the Internet is just now making this technology practical in use and Applix has a product mix that makes implementation much simpler. And it also works with Linux. Fact: (From my work on hundreds of thousands of Line of Code and cross platform porting) Any software developed on a 500 dollar Linux PC is about 5 minutes or less of compile time away from identical functionality on any Unix Platform. I believe that this also applies to Applix customized applications. This kind of use value is mindbogling to me. Other ruminations: Applix iTM1 technology came out years ago. Ahead of it's time??? The requirements in technolgy for iTM1 are just coming into existance. iTM1 is fast because it is memory based and what is the current cost of a .5 gig memory computer today vs 2 years ago. The data for iTM1 is geographically all over the planet. Planetary interconnect and VPN and security technology are just now being proven. Good ole selfish electronic direct access trading are making more and more aware of the value of real time current infomation. It would seem that one big fish in the EDAT main strean has identified the critical technology. I do all my posting and analysis and .... with my multidisplay Linux pooters. watman.com Tom Watson tosiwmee

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