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Technology Stocks : Corel Corp.
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To: mappingworld who wrote (8434)1/6/2000 12:05:00 PM
From: Thomas A Watson   of 9798
 
Olga, corl is up 5 on the graphon news, To me that is sucker bait based on my understanding of tech. But time tells all. The short term market made of of buyer and seller who know little of the underlying tech create totally unpredictable pricing. Fundamentals ultimately dictate price and I seek to discuss the technological foundations that mitigate the fundamentals and ultimately the price. Now you can call me a fat head for saying this, but extremely few have the depth and breath of my experience with technology. So I seek minds to sharpen mine. Thinking outside of the box is how you get an understanding of what is really in the box.

I simply see no revenue generation from current Linux plans that will support many Linux stock valuations. Now as to aplx. if this is indeed just a short quarter because of y2k deal closings, then I still see a rosy revenue path that's aided by Linux publicity by not based on core Linux revenue.

Corl's revenue is all core Linux revenue.

But it also could be that aplx and corl both for serveral more month's follow on different time lines general uptrending because of Linux hype having no foundation.

To me this is about knowing when to get out of Dodge. I can retionalise comfort in aplx but not corl. And I could be wrong.

Tom Watson tosiwmee
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