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Technology Stocks : Corel Corp.

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To: Herb Duncan who wrote (8662)2/12/2000 11:49:00 AM
From: BP Ritchie  Read Replies (1) of 9798
 
Corel seems to have a very bad rep with the INPR posters now. And the Corel posters have become very quiet, I wonder why? There's a lot going on now.

Corel issued some SEDAR (like a Canadian SEC)documents yesterday, there might be some interesting information in them. Here is the url (I haven't read these yet):

www.sedar.com/dynamic_pages/issuerprofiles_e/i00001714.htm

it was posted on the INPR thread too.

It seems to me that there are some substantial market changes beginning now. WIN 2000 & LINUX interest are good indicators ... but there should be a massive application replacement opportunity window opening soon, and very large new customer set to sell to as well. An important effect of the LINUX interest will be to reduce the Top line revenue from OS Software ... probably reduces Microsoft's WIN2K revenue and slightly increases the LINUX vendors revenue.

But, the most important sales opportunity will probably be for applications ... and Corel looks very well positioned to get an increased share of this expanding opportunity.

Most often heard negative has been lack of trust in Corel's management ... maybe that perception will change in the next month or so?

Anybody have some insights into how Corel's future will unfold? I think LINUX will change the market dynamics and with some pressure from the DOJ on Microsoft it will be enough to let Corel get a decent shot at this market in the next few years.

Or are we just expecting that Microsoft will destroy anything that looks like competition (again) ... and that Corel is putting themselves back into Microsoft's sights ... do you think history will repeat itself?
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