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Technology Stocks : Applix is back in action -- Ignore unavailable to you. Want to Upgrade?

To: John Ritter who wrote (2104)	1/13/1998 10:00:00 PM
From: JAG	Read Replies (1) \| Respond to of 3014

hold on to this one. when the action begins, it will take off. At least that has been the history in the past.

To: John Ritter who wrote (2104)	1/14/1998 11:37:00 AM
From: Dr. J	Respond to of 3014

I don't think TM1 is on most customer's radar screen when they think about OLAP: It's Arbor and Oracle. I think it's unfortunate that Applix presented the results in the way they did; putting an obvious "spin" on it casts the whole thing in a dubious light. FInally, as I said before, I suspect (but have no proof, only my own experience), that raw benchmark performance has little impact on purchasing decisions - tools and vendor profile are more important. I've only played a little with TM1 so don't know if the tools are really there to compete with Arbor and Oracle. As one VC put it recently: ubiquity beats technology every day: Arbor and Oracle are already in the lead in the market, so I think Applix has some difficult catching up to do. As for more revenue: they've already said they planned to integrate TM1 with their other products, rather than sell it standalone, so I don't think the benchmark results imply more revenue.