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

To: Scott Bergquist who wrote (2637)	3/17/1999 1:42:00 PM
From: Don Green	Read Replies (1) \| Respond to of 3014

Maybe that is why their stock is losing value lately??? Thanks Don

To: Scott Bergquist who wrote (2637)	3/18/1999 6:00:00 PM
From: umbro	Respond to of 3014

Yahoo! Message (2353) by: OLAPPlayer PaPa, the only reason Aplx is selling at $5.00 is because of it's value compared to the rest of the tech stocks in this sector which in my opinion are over valued to begin with. Everyone is so excited about the hype Aplx is getting over Linux... In my opinion, Linux adds very little to the bottom line for Applix and is detrimental to Applix's future success. Looking at all the public disclosures made by the company, they are and will continue to be a company focused in application software, not commodity software. Once Q1 sales and PI hit the streets, the stock will go right back into the gutter where it came from. Enterprise and TM1 represent the vast majority of the revenue and consumeS 90% of the expenses. With the increase in head count and current spending spree, do not be surprised when you see the cash flows. The main reason why the company showed a profit last year was because of the cost savings Pat put into place. They are not there in '99..... UNTIL MANAGEMENT CAN LEARN HOW TO WRITE A MISSION STATEMENT, DEVELOP A STRATEGY BASED ON ITS CORE COMPENTENCIES, AND PASS MARKETING 101, I WILL CONTINUE TO PROVIDE OLAP AND BUSINESS INTELLIGENCE MARKET ANALYSIS AND WHERE TM1 FITS.