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Technology Stocks : Corel Corp.

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To: Steve who wrote (6488)	4/1/1999 8:53:00 AM
From: James P Shaw	Read Replies (1) of 9798

Microsoft has MS Works for the low end user. They also have a small business version of Office. The term PC is really out-dated. When it first came out it was stand-alone. The PCs of today are comparable to the 'mini' machines of the 80s. Yes the low-end machine market is growing faster, will they be $500 PCs or WebTVs, NCs, or Microwave e-mail capable boxes (Yes a British company just made a Microwave that can let you look at your e-mail). The entire PC, cable/TV/Satellite and phone industries are merging at a fairly fast pace. Will the PC be dead in 5 years. The PC that we know of today? Most probably! It will most probably be morphed (evolve) into a central entertainment, communication, and monitoring capable system. Will MS be around on this new electronic platform? Most probably! Look at their development of Windows CE, their WebTV investment and integration. Look at Paul Allen's investment in cable companies and Web based companies. Look at Gates interest in Teledesic (?spelling?) with the MacCaw's (?spelling?). Look at his investments with key West coast telcos. Look at his investments in China. He is positioning himself and MS at the center of this revolution. He is leveraging his wealth and Windows/Office dominance to play a key role in this new universe. This should probably come around should we not start WW III over the Balkans conflict! P.S. I believe the PC Chips deal is good for the company, even if it doesn't generate immediate cash, it will potentially provide upgrades down the road. Hopefully they can survive as a separate company long enough to reap the rewards. Next marketing deal! The McPerfect Happy Meal. Would you like fries with your WordPerfect! Ciao! Jim Shaw

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