Applix is back in action Message Board

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Technology Stocks : Applix is back in action

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To: Agenda who wrote (2077)	1/7/1998 3:24:00 PM
From: Dr. J	Read Replies (2) of 3014

DSS is drying up (last 3 quarters were 8211.04, 8661.7, 7808). CIS is growing, but rate of growth is slowing (2884.96 3043.3 4392), probably because APLX is running into more competition - possibly because whole industry is slowing. Margins on CIS are lower (because they have to pay royalties on Enterprise and TM1 which were bought, as opposed to Applixware which was developed in-house). Anyware is cool stuff, but isn't making any money. I think Q4 revenues will come in at $12-$13m and earnings at 1-3c. I see 1998 with them plateauing at about $13m/quarter. Unless they can dramatically improve margins from current levels, or raise prices on CIS (unlikely, because this is partly how they are competing), I see 10c-20c for the year. Does this make more than a $6 stock? I don't think so. Things that would change my mind: new market for DSS, major commercial acceptance of Anyware Enterprise, new products...

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