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

To: Jim Burns who wrote (3193)	10/22/1997 9:22:00 PM
From: Eveline Bernard	Respond to of 9798

Jim < How about some relevant information > I'll give it a try. IMSI scores with Corel products businesswire.com IMSI Reports Record Revenues for First Quarter 1998; Five Strategic Transactions Closed; Excluding Acquisition-related Charges, Net Income Highest in Company's History Business Editors SAN RAFAEL, Calif.--(BUSINESS WIRE)--Oct. 22, 1997-- IMSI (NASDAQ:IMSI), or International Microcomputer Software, Inc. "Sales growth came primarily from the introduction and continued sales of products including TurboCAD v4, FormTool 97, WinDelete 97 and NetAccelerator, as well as continued channel penetration both in the US and internationally.".. .. "During the quarter IMSI concluded five important technology and product transactions. The Company acquired rights to several products from Corel Corporation, including CorelCAD Modeler, CorelCAD Technical, CorelFlow, Corel Click & Create, Corel Lumiere and Corel Family Tree Suite. This transaction underscores IMSI's commitment to leadership in the technical drawing and graphics markets.".. Microsoft: The way the war is fought news.com MS reportedly threatened Compaq By Reuters October 22, 1997, 2:00 p.m. PT WASHINGTON--Microsoft threatened to cut off Compaq Computer's access to crucial software because the PC maker wanted to highlight an Internet Web browser from Microsoft rival Netscape Communications, U.S. government documents showed today." .. .. "if Compaq chose a Netscape icon over a Microsoft icon on its desktop, then Microsoft "would terminate our [Windows 95] agreement for doing so."".. .... "Decker said in his testimony. "Netscape was actually the browser partner and we wanted to give that position on the Compaq Presario desktop." But Decker said his company backed down in the face of the threat: "We put the [Microsoft] icon back on.""... Do you want to know more about the market for Resero? techweb.com October 20, 1997, Issue: 653 Section: Top Of The Week OLAP Spreads -- Vendors are integrating online analytical processing with enterprise applications "Online analytical processing is breaking out of its niche. Used mainly by power users in financial departments for intense number-crunching, the data-analysis technology is set to become widely available. Arbor Software, IBM, Oracle, and others are readying products that are better suited for enterprise deployment, and independent software vendors are integrating OLAP engines with enterprise applications. Another sure sign that OLAP is becoming mainstream:Microsoft is entering the market.".. The market for office suites techweb.com October 20, 1997, Issue: 759 Section: CRN Reseller Poll:Software Network Software Sales Still Climbing -- OfIce-productivity apps to post strong year-end growth .."Resellers expect strong software sales growth to small and midsize businesses in the fourth quarter, according to the September CRN/Ruzinsky Research reseller software poll.".. .. "In all, 189 resellers responded to the survey in September. Looking at leading vendors, a record 86 percent of resellers chose Microsoft as their best-selling office-productivity software vendor in September, up from 76 percent last month and 78 percent a year ago. It remains to be seen if Microsoft can sustain this higher level of market share." On a quarterly basis, the Redmond, Wash.-based vendor was cited by an average of 79 percent of vendors in the third quarter, compared with 76 percent in the second quarter and 76 percent in the third quarter of 1996. Corel Corp., Ottawa, was a distant second to Microsoft, cited by 5 percent of resellers in September. A year ago, that figure was 7 percent. In contrast, quarterly results show Corel's market share moving up to 9 percent in the third quarter of 1997 from 8 percent a year ago. Resellers continue to view office-productivity software as their best-selling individual product category."...

To: Jim Burns who wrote (3193)	10/22/1997 10:25:00 PM
From: Vanni Resta	Respond to of 9798

I would say the details of how a company manages its press coverage are very relevant. When you are trying to analyze the quality of management and you can't meet with them, you look for any evidence you can get. For example, someone here once pointed out that Corel ran an ad promoting Java in USA Today. I checked the ad and it was a highly technical discussion with lots of jargon published in a very mass market newspaper where articles rarely run more than 800 words! Moral: They didn't seem to know how to spend resources very well, and they may have communications problems. And indeed, we see that costs, not to mention promoting themselves and their products correctly, are among their big problems. If indeed Corel initiated a negative article about themselves in the Citizen, I would submit that says volumes about the quality of management, and whether you want to invest with them. I realize, though, that some people only want to focus on the price to sales ratio, or the latest satellite TV contract. Important, yes. But by no means the whole picture. Also, knowing the depth of the credibility of thread participants here is very, very relevant. How can you know about that unless you push them to back up things they say, and see how they react under pressure? I am surprised, Jim, that you do not know these things. When Bean says that management deliberately initiated a negative article about itself to distract attention from other issues, it means that either Bean or management is delusional. Well, at least we have it narrowed down. Anyway, everything will be different after the revolution. You will see. Happy Investing! Vanni

To: Jim Burns who wrote (3193)	10/22/1997 11:09:00 PM
From: Vanni Resta	Respond to of 9798

Vanni wrote: "Also, knowing the depth of the credibility of thread participants here is very, very relevant. How can you know about that unless you push them to back up things they say, and see how they react under pressure?" We see that Bean, for example, may be willing to sacrifice truth for ego. Not a good trait. And under a little pressure he reverts to pre-adolescence. So we won't want him in the room when it comes time to discuss an out of court settlement with opposing counsel. You see, it is good to know these things. Happy Investing! Vanni