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


To: Wizzer who wrote (6096)1/25/1999 7:15:00 PM
From: VerificateASAP  Respond to of 9798
 
My analysis. I repeat

Look at the big picture folks, look at the bigger scenerio unfolding here. Read the fine print. Revenues are going to go through the roof.

Verity alliances include Adobe Systems, AT&T, CNET, Cisco, Compaq, Dow Jones, Ernst & Young, Financial Times, IBM, MD Consult, NewsEdge Corp., Informix, Lotus, NEC, Netscape Communications, SAP, Siemens Nixdorf, Sybase, Tandem and Time Warner's Pathfinder.

More to come. This is an extreme buy situation. The stock is totally undervalued based on what is happening. The stock is trading at a discount to the future potential. The marketplace is giving the stock away. Yeh I will buy this discounted situation again tomorrow. Wait till the Americans discover this company all over again. Just wait.



To: Wizzer who wrote (6096)1/25/1999 7:35:00 PM
From: VerificateASAP  Read Replies (2) | Respond to of 9798
 
Wizzer we found the bottom today and that is probably the last time you will see it under 6 dollars. Great turnover in volume today. Blocks crossed out today. In my experience in watching this action over my lifetime I can say this small clients do not shop for huge blocks of stock. That is reserved for the huge institutions. I dont think it was Novell. That block was for more than 600000 shares. Institutional interest is present. That is what I can sum up.

For all those that missed reading what I posted yesterday. I will repeat and repeat this message to everyone because I want to send the message home to everyone. Get the grand picture. Feel the presence of something really happening here. The last time I felt like this way was in 93 when NewBridge Networks was at 7 dollars. This stock is going to have a long runup in price. All their ducks are getting lined up. Look at the big picture. Microsoft might have minor competition soon. Competition is always good but get ready to watch the fireworks really start to fly in Q2. OEM deals will build the backbone of Corel revenues.

Excerpt from News Conference>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

Alex asks "any focus on the OEM side and could we expect any major OEM agreements in the next couple of quarters?"

John Sylvestor of Corel 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."

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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. They love big deals.
Momentum Players will jump on the stock if it is announced. A contract like that will bring in greater potential revenue for the corporation.

This could grow exponentially as more users start spreading the news that Corel has got great value software products that do a quality job. Wall Street loves Growth.

OEM deals bring consistent reliable revenues to the corporation.