Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: mappingworld who wrote (8434)	1/6/2000 11:59:00 AM
From: mowa	Read Replies (2) \| Respond to of 9798

Olga, Your point is true and good, the power of perception. But perception is ultimately a result of the underlying reality. The market likes Linux because it is perceived as a serious competitor to WinX, it is perceived as a serious competitor because of the reality that it is better (and more open). Marketing aside (it can sidestep reality for only so long) to know the underlying reality is to have a jump on the coming perception. (Disclaimer: individual results may vary, timing is still a factor, several other caveats, blah blah blah...) mowa

To: mappingworld who wrote (8434)	1/6/2000 12:05:00 PM
From: Thomas A Watson	Respond to of 9798

Olga, corl is up 5 on the graphon news, To me that is sucker bait based on my understanding of tech. But time tells all. The short term market made of of buyer and seller who know little of the underlying tech create totally unpredictable pricing. Fundamentals ultimately dictate price and I seek to discuss the technological foundations that mitigate the fundamentals and ultimately the price. Now you can call me a fat head for saying this, but extremely few have the depth and breath of my experience with technology. So I seek minds to sharpen mine. Thinking outside of the box is how you get an understanding of what is really in the box. I simply see no revenue generation from current Linux plans that will support many Linux stock valuations. Now as to aplx. if this is indeed just a short quarter because of y2k deal closings, then I still see a rosy revenue path that's aided by Linux publicity by not based on core Linux revenue. Corl's revenue is all core Linux revenue. But it also could be that aplx and corl both for serveral more month's follow on different time lines general uptrending because of Linux hype having no foundation. To me this is about knowing when to get out of Dodge. I can retionalise comfort in aplx but not corl. And I could be wrong. Tom Watson tosiwmee