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

To: micromike who wrote (3749)	12/2/1997 12:03:00 AM
From: A. Reader	Read Replies (1) \| Respond to of 9798

Hi Mike, <<let's say there is a very big demand for videoconferencing>> I just received a direct mail piece for the INTEL CREATE AND SHARE CAMERA PACK today. If I got this then so did millions of other people. It's a "consumer" rather than "enterprise" item for about $200. IMHO Videoconferencing should become a household term soon. That kind of tide could raise all ships. Including the Good Ship Corel ( or Pirate Ship Corel as the case may be.) The fact that the VNC product can be easily knocked off may not matter to a small company in a big enough market. The Corel Video Network Computer marketing strategy might be simply a market share grab. Whoever is firstest gets the mostest. <<WP first came out it was the number one word processor how did it lose market share to Word?>> WP was a great DOS program. IMHO It lost market share because of Windows not necessarily MS Word. Ironically Corel took the CorelDraw dollars it made because of Windows and invested it in WP... the great DOS program! <<The bottom line is that in a monopolistic environment superior products and good marketing will not make a company rich.>> This is sort of inspiring for the "Faithful." webweek.com "Our biggest fear has always been that the expertise is probably not all that difficult to replicate," Lehman Brothers analyst Kundtz said of VocalTec's prospects.... ...VocalTec, which sees itself as a provider of products to telecommunications carriers, has spent $5.2 million on R&D over its last four quarters. That's probably what competitors like Lucent Technologies and Nortel spend on their Christmas parties.... ..."They ( Lucent and Nortel ) have a huge revenue stream that comes from traditional services. That always makes it more difficult to make decisions. And they don't have that monomaniacal focus explicitly to form a new industry, which is often what it takes to get something going." Regards, Kurt P.