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

To: Wizzer who wrote (6084)	1/24/1999 11:24:00 AM
From: VerificateASAP	Read Replies (2) \| Respond to of 9798

To those who want to hear my intelligent comments. Watson you are excluded. Apparently the listing on Berlin commenced just recently as I had spoken to the public relations officer of Corel a couple of days ago. The bet in the office was that the stock would hit 9 dollars after the earnings were reported. Well the market has a strange way of moving in the opposite direction of what is always expected. Tomorrow marks the first day that Novell can sell their next block of 600,000 shares which at 6 dollars is no more than a pultry 3.6 million dollars. In the last two days im sure the big boys already now this and were raising their cash levels in anticipation of this. The average daily volume of the stock has been over 600000 shares for the last two days. Over 15,000,000 million shares have traded over 6.20 a share. The Novell sale of shares will not put a damper on the price in my eyes because we are talking only 3.6 million dollars worth of stock. I do believe the bottom was reached on Friday and a creep up of price will commence and the stock will go back up again too retest the 5 dollar US level. An old saying on Wall Street try me once and try me twice strike three your out. This time I believe it will break 5 dollars US in anticipation of good things to come from out of Corel. Management could not contain themselves with exurberance about future possible deals in the conference call. They know they have them I suspect but will wait to announce them at the appropriate time. Smart money is moving in witnessed by the heavy purchase of stock in the last two days on downticks. If the stock had no support the volume would be much much lower. This stock is a real bargain at these levels. My orders are in for Monday. The chart has a small gap but should get filled again in the next few days. Watching with anticipation. I have to go through my recorded messages to get verbatum what Management said when the question was put to him concerning any other future OEM deals. Closing Off and Watson if you want to add anything that is fundamental to this forum please join us at any time. How is that for you.

To: Wizzer who wrote (6084)	1/24/1999 6:09:00 PM
From: VerificateASAP	Read Replies (3) \| Respond to of 9798

Anyway back to more absolute facts. From the news conference Alex Bulucka from Merrill Lynch asks the question "when was the last major upgrade cycle for each Wordperfect and Coreldraw product lines?" Mike Cowpland answers "when they release WordPerfect in the spring it will be two years and 18 months for CorelDraw. Release will be at the same time as the Microsoft release taking advantage of the greater in house traffic." He asks about product growth for the two product launches. John Sylvestor responds by saying clear areas of growth. "They have a 50,000,000 million installed User Base. Huge area of users are looking for an upgrade and as well the initial reviews for both major products categorized it as a must upgrade. Second the product segmentation with respect to creating more products inside each of the big brands that focus on new users. The third area of growth is the international market place as well. Sales split this year at 60% in North America and 40% internationally. International sales continue to outpace domestic sales from year to year." Alex asks "any focus on the OEM side and could we expect any major OEM agreements in the next couple of quarters?" John says "we think we have been very successful with our OEM footprint and penetration strategy and I think that some of the things outlined here are important and I think one of the ones that wasnt mentioned that needs to be taken very seriously is our alignment OEM bundling alignment with Quark. They are bundling Draw with their product and I think that is a very clear assignment of CorelDraw, a vindication of CorelDraw as a very professional product aimed at the Mac and Windows Market Place. OEM continues to be a very important Market Place for us. John with great great enthusiasm issues a very big big STATEMENT as his voice rises 3 loud octaves on the conference call and practically shouts with excitement from his earlier quieter tone > ****************************************************************** "I absolutely have some great announcements planned but im going to hold until we can make them formal. But yes, we are continuing to drive on the OEM; I think you will hear some big things from us as quarters progress throughout 1999." ***************************************************************** Mike interrupts and says " we currently have of course Compaq, with the Radio Shack deal, Actva ,Gateway and Epson already announced. This is my analysis. Im thinking to myself, wow!, they must have these active deals already in progress. This probably is already adding to the bottom line in potential future profit growth for the corporation. This is a major deal for the company. You could hear it in John's voice big time. That was the biggest hint ever given by an executive. If for one moment they announce an OEM deal with for example Dell Computer the Americans will take the stock more seriously as a future contender for growth potential. Momentum Players will jump on the stock if it is announced. A contract like that will bring in greater revenue for the corporation. This could grow exponentially as more users start spreading the news that Corel has got great value software that does a quality job. Wall Street loves Growth.