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Technology Stocks : Corel Corp.

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To: Kashish King who wrote (9112)5/19/2000 12:26:00 PM
From: Hawkmoon  Read Replies (2) of 9798
 
Rod,

I'm going to put out a balloon here and make a SWAG speculation about CORL's future.

If we all remember when APPL was on the ropes and MSFT came in an injected $150 million into them as a means of lessening the anti-trust perspective the market has about Mr. Softie. Well, APPL is a direct competitor to the MSFT platform and it really didn't make much sense to all of us why there would support their competition.

Now what if MSFT, with BILLIONS in cash looking for an investment opportunity opts to invest in CORL? Not only would it look good from MSFT, helping out the competition, but would it not also make CORL's 32 bit Linux emulation experience available to MSFT should the worst happen and that company be split up?

If MSFT is split up (and I think more of us believe eventually it will be), they will require the ability to port all of their applications to other platforms, such as Linux.

Given that CORL probably only needs a couple of hundred million to tide it by until Linux evolves, it could be a good conservative bet for Mr. Softie. It certainly would avoid another potentially embarrassing example of how MSFT's monopoly control of Windows has caused the ruin of another competitor (although those who have followed CORL for so long know that Cowpland is the real culprit... :0).

Btw, be sure to give me the appropriate kudos should this speculation come to fruition.

Regards,

Ron
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