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Technology Stocks : Corel Corp. -- Ignore unavailable to you. Want to Upgrade?

To: Mark S. who wrote (8272)	12/22/1999 10:38:00 AM
From: Mohammed Bhimji	Read Replies (2) \| Respond to of 9798

Hi Mark, Right now, it's pretty tough to stay positive about Corel. I am trying really hard to, but it's difficult to ignore what has happened over the last few weeks: * 50% drop from high $60's (CDN) to $30's * VPs leaving * CFO leaving (over the loss???) Corel has good products, and can make a come back. However they REALLY need a change of leadership. Mr. Cowpland knows what he is doing, but perhaps he needs to take a back seat and allow a more seasoned senior management team to steer the company back into the black and into a major player. Perhaps this means that Corel will be sold? Maybe that is the best thing right now? I do wonder who is buying though...

To: Mark S. who wrote (8272)	12/22/1999 10:44:00 AM
From: Kip518	Read Replies (1) \| Respond to of 9798

Mark, IMO at this point you can't play CORL fundamentals. Clearly it was a value play in the 4-6 range but since then it has become a hype (redhot) stock. Unfortunately, unlike most redhots, it has a history of disappointments and residual buildup of resentment of the CEO (for lots of reasons) that drags on it. Today's earnings disappointment is just another example. However, as a stock in redhot play (and that hasn't changed, yet) huge sums of money are being made on both sides...as usual it is the late-to-the-party & naive players who are the losers. Be nimble, quick, and untrusting and you'll make money in CORL. FWIW, CORL has certainly made my year memorable... longs from 4 1/2 to 38's...short from 42 7/8...covered this morning at the open and long again (12 1/8) for short term (1-2 day) trade. What a roller coaster!

To: Mark S. who wrote (8272)	12/22/1999 12:20:00 PM
From: Thomas A Watson	Read Replies (1) \| Respond to of 9798

Dear Mark, hmmm... I am a techie. I've used Linux over 6 years in a msft world. 2 years back I saw evolving Linux starting to go. From an investin point of view I've been evaluating Linux stock for two years. Aplx was my first identified Linux stock and mostly other were companies that would benefit from the re credability of Unix solutions by Linux. Today there are pure Linux plays that I consider playing with fire. Applix to me is the best Linux/Unix stock in software and SGI in hardware. SGI is undervalued but can they execute. Applix is superbly positioned for a little company. I don't claim to be a fundamentals expert. But earnings is what it's all about. So even before knowing about corl's earning surprise/warning I posted just this morning. messages.yahoo.com The yahoo thread on aplx has some excellent posters. I also post on SI corl sgi aplx regularly. My analysis is on the technology and trends in industry and I try to figure out if a companies business plan making sense to me. But you can be fooled by technology, I've made a lot of money trading NINE and although ahead gave a lot back by not paying attention to finance. Tom Watson tosiwmee