Diesem Unternehmen gehört die Linux-Zukunft - krasse Unterbewertung-Global Player in den Kinderschuh - 500 Beiträge pro Seite

[Oheim Dagobert]

Das Betriebssystem der Zukunft heißt Linux: Immer mehr Softwareunternehmen beginnen damit, Software für Linux zu entwickeln, große Computerbauer (IBM, Dell) bieten das Betriebssystem als Alternative zum Quasi-Standard Windows an. Mit der US-Firma Applix aus Massachusetts, (Nasdaq: APLX) können Anleger vom Boom am Linux-Markt teilhaben, ohne in ein überbewertetes Unternehmen zu investieren.

Die Firma entwickelt Anwendungsprogramme für Manager sowie Software für Linux und die verwandte Programmiersprache Unix. Besonders im Serverbereich erzielt Linux derzeit hohe Zuwachsraten. Auch die erfolgreichste Serverplattform im Internet von Oracle setzt auf Linux. Und sogar China will Linux als offizielles Betriebssystem einführen. Mit Applix-Tools kann ein das Linux-System effizient kontrolliert und gesteuert werden.

Mit ihren Produkten erwirtschaftet Applix bereits Gewinn. Im Geschäftsjahr 1999 stieg dieser um 100 Prozent auf 2,4 Mio. Dollar - und dies bei einem Umsatzwachstum von zehn Prozent. Der Gewinn pro Aktie soll in diesem Jahr von 0,20 Dollar auf 0,31 Dollar steigen. Gelingt dies, ist die Aktie günstig bewertet, denn das 2000-KGV liegt beim aktuellen Kurs von rund 14 Dollar bei rund 46. Konkurrenten wie Red Hat und VA Linux liegen weit darüber.

Fantasie weckt die Beteiligung an der Gesellschaft TurboLinux. Durch die Teilnahme an der größten vorbörslichen Finanzierung einer Linux-Firma sichert sich Applix den Zugang zu asiatischen Märkten, in denen TurboLinux stark ist. Zudem wurde der führende Linux-Berater in den USA, das Investmenthaus W. R. Hambrecht + Co., als Berater verpflichtet.

In den USA beobachten derzeit zwei Häuser den Wert. Ein Analyst führt den Wert als Buy, der andere als Hold.

Unsere Einschätzung: strong buy , Kursziel (6Monante): 50€

Oheim Dagobert und LordAT

[Honeyball]

Hallo Oheim Dagobert,

netter Push-Versuch auf einem mittlerweile absolut toten Marktsegment. Jeder, der was auf sich hält und nicht Microsoft heisst, ist mitlerweile auf den LINUX-Zug aufgesprungen.
Es wäre höchstens ein Indikator für ein "strong sell", wenn irgendeine börsennotierte Softwarebude dort den Anschluss verpasst hat, aber auf keinen Fall ein Argument für ein Buy oder gar Strong Buy.
Schau Dir mal den Kursverlauf von Corel aus den letzten 9 Monaten an. Vielleicht kannst Du mit bloßem AUge am Chart erkennen, wann die ihre Linux-Pressekonferenz hatten

[Oheim Dagobert]

Hallo Honeyball,

natürlich ist es richtig, das Linux, als mittlerweile anerkantes zukunftsträchtiges System beinahe von jeder renommierten Softwareschmiede in die Entwicklung eingebunden wurde.

Allerdings ist Applix mit der Konkurrenz überhaupt nicht vergleichbar, denn:

1)Beinah alle Linux-Serversysteme werden heute mit Applix Zusatzsoftware ausgestattet und Applix hat durch langfristige Kooperationen dieses Marktsegment abgesichert. Allein die Wachstumsraten von Linux und damit von Applix werden nach unabhängigen Schätzungen der ix dieses Jahr um mehr als 100% steigen.

2)Applix hat ein excellentes Management und seine Geschäftsstrategie bereits auf Gewinn ausgerichtet. Dieser wird proportional zum Linuxwachstum steigen.

3)Applix besitzt neben Linux ein weiteres Standbein im Consulting Bereich.

4)Wenn Du dich nur ein bißchen mit meinem Thread beschäftigt hättest, bevor Du ihn als Pushversuch abgetan hast, wäre Dir aufgefallen, welche excellente Marktstellung TurboLinux in Asien, vor allem China hat. Aus der dortigen Einführung des Systems werden die als Marktführer herausgehen. Über das dann wahrscheinliche Wachstum brauche ich wohl keine Worte mehr zu verlieren.

5)Applix hat sich mit PK`s und PR zum Thema Linux bis jetzt extra zurückgehalten, da Sie das überhaupt nicht nötig haben und lieber auf solides Wachstum setzen, deshalb ist der Wert bis jetzt in der Hysterie unentdeckt geblieben.

Meine Einschätzung: Wenn Applix in einem Jahr bei 100Euro oder mehr steht werden wir ja sehen wer Recht hatte.

LordAT und Oheim Dagobert

[LordAT]

Ick stell nochmal den Chart rein

[LordAT]

Viele Infos rund um Applix findet ihr auch unter

www.applix.com

[LordAT]

Der Kurs steigt kontinuierlich, das charttechnische Kaufsignal wird immer klarer.

[LordAT]

Interessante Meinungen zu APLX auch im Ragingbullforum, auch wenn der Wert selbst dort im Moment noch relativ unbeachtet ist. Habe mich bemüht ein objektives Bild wiederzugeben.

APLX first on list of companies to watch in 2000.


Internet Stock Review Announces Investment Opinion:
Top 20 Internet Stocks To Watch For Year 2000

LOS ANGELES--(BUSINESS WIRE)--Feb. 4, 2000--The Internet Stock Review today
announced a list of 20 companies to watch during 2000.

The Internet Stock Review additionally announced enhancements to its Web site which is
devoted to the coverage of Internet-related publicly traded companies. The site provides
direct links to the web-sites of Watch List companies and an easy to use and peruse --
price and performance listing of Internet related stocks and commentary from various
Wall Street analyst who provide coverage on these stocks.

The Internet Stock Review announced earlier that its list of 20 Watch List Stocks
announced on Jan. 6, 1998, increased an average of 1,556 percent and that its list of 20
Watch List Stocks announced on Jan. 19, 1999, increased an average of 79 percent.

If you would like a complimentary subscription to the newsletter send an e-mail to
[e-mail] without any text in the Subject line or Body of the
e-mail.

The Watch list, which was released to subscribers on Sunday, January 31, 2000, was
created as a starting point for investors who are interested in Internet related companies.
Roland Perry, editor stressed, "the list is not a `buy list` but merely a collection of
companies that for one reason or another -- that we find to be extremely interesting. The
idea behind its issuance is to bring attention to the names and or to the existence of
these companies (many of which have no coverage on Wall Street) and then to have the
investors themselves, do the due diligence necessary to decide on their own, if any of the
issues warrant an investment and when."

The list below are companies which the review believes investors should call to request
an investor package (phone numbers are included) and companies whose progress
should be monitored. The Internet Stock Review will be following and reporting on the
progress of these companies and others during the coming year. Prices are from
1/28/2000.

Applix Inc. (Nasdaq: APLX). $14 5/8.

The story here is iCustomerCommunity.com. a Web based solution that allows
e-businesses to deliver a professional level of service to their entire value-chain including
customers and partners. Totally unknown, Applix has more than 3,300 global customers,
including more than half of the Fortune 500 and 72% of the Fortune 50. Market Cap of
$158 million, sales of $55 million and profitable. Tell grandma.


(Voluntary Disclosure: Position- Long)

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Waiting waiting waiting. This co will eventually find itself in the limelight again .... Then you will see more action. But until then it is all about patience
jd

(Voluntary Disclosure: Position- Long

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APLX competitor Peregrine Systems analyzed. I thought i"d share this piece with the board. I guess APLX might have a stronger position in the market after reading this piece. Anyway, here`s the link:
http://www.technologyevaluation.com/research_notes/02-00/PN_…

P.S. I had to register but its free no biggie.

------------------------------------------------
Applix Among Top 20 Internet Stocks to Watch in 2000

February 10, 2000 10:27

Applix Among Top 20 Internet Stocks to Watch in 2000
WESTBORO, Mass.--(BUSINESS WIRE)--Feb. 10, 2000--
New Watch List by The Internet Stock Review sites Applix as profitable, and highlights www.icustomercommunity.com as an e-Business

solution

Applix(R) Inc. (NASDAQ: APLX), a leader in e-Business Solutions including Internet-based Customer Relationship Management (iCRM) and Internet-based planning/OLAP technology (iPlanning) announced today that it was picked as one of Top 20 Internet stocks to watch in Year 2000 by the Internet Stock Review. There are twenty thousand subscribers to the Internet Stock Review Web site.

The Watch List was created as a starting point for investors who are interested in Internet related companies. Roland Perry, editor stressed, "the list is not a `buy list` but merely a collection of companies that for one reason or another -- that we find to be extremely interesting. The idea behind its issuance is to bring attention to the names and or to the existence of these companies (many of which have no coverage on Wall Street) and then to have the investors themselves, do the due diligence necessary to decide on their own, if any of the issues warrant an investment and when."

The coverage about Applix in the Watch List goes on to say, "The story here is iCustomerCommunity.com, a Web based solution, that allows e-businesses to deliver a professional level of service to their entire value-chain including customers and partners. Totally unknown, Applix has more than 3,300 global customers, including more than half of the Fortune 500 and 72% of the Fortune 50. Market Cap of $158 million, sales of $55 million and profitable. Tell grandma."

To review the content of the Year 2000 Watch List, go to the Internet Stock Review Watch List located on their website at http://www.internetstockreview.com/2000/index.htm." target="_blank" rel="nofollow ugc noopener">http://www.internetstockreview.com/2000/index.htm.

Alan Goldsworthy, Applix`s new president of the e-Business Solutions Division comments about the recognition, "Some of the reasons that I joined Applix were the tremendous value in the stock price and the world-class solutions used by thousands of leading companies across the globe. The Internet Stock Review article about Applix does a good job highlighting these capabilities." Mr. Goldsworthy concludes, " We are very pleased with the recognition given to Applix within this report. Applix has been the best-kept secret from an investment and market perspective. We are significantly raising the mindshare for Applix in the near term."

About Applix:

Applix, Inc. (NASDAQ:APLX), headquartered in Westboro, Mass., enables interactive and collaborative e-Business processes throughout web based communities. Applix e-Business Solutions include Applix iEnterprise, and iCustomerCommunity.com - an interactive, Web-based community for the entire e-Business value chain. Applix delivers a comprehensive community for planning functions (iPlanning) including budgeting, financial, customer and operational analysis with a set of real-time Business Intelligence/OLAP applications that uses OLAP technology provided by Applix iTM1. In addition to its e-Business Solutions, Applix also provides a set of Decision Support applications, consisting of Applixware and Applix Anyware products. The Company`s products are available on a variety of software platforms, including Windows, Windows NT, UNIX and Linux environments. More information can be found at http://www.applix.com.

About the InternetStockReview.com Web Site

The InternetStockReview.com Web site is devoted to coverage of Internet-related publicly traded companies. The site provides direct links to the Web sites of companies covered and additionally provides links (for covered companies) to Stockmaster for quotes and charts; FreeEdgar for SEC filings; Big Charts for interactive charts; AV Newswire for streaming audio/video profiles; press releases and management interviews, when available; Yahoo Finance for press releases from both Business Wire and PR Newswire; Hoover`s for corporate profiles, when available; and the Silicon Investor for chat. When subscribers arrive at the site (after sign up), they will find the logos of each of the Watch List stocks. Clicking on any logo takes the subscriber to a second page where they can easily click their way to a variety of news or quotation providers. It is all designed to permit the investor to...you guessed it, begin their due diligence. Please see the disclaimer, as it relates to Rule 17B, at the Web site and in the welcome letter. To visit the InternetStockReview.com Web site, go to http://www.internetstockreview.com.


CONTACT: Editorial Contact:
Larry Fournier
Director, Marketing Communications
508-870-0300 Ext. 316
[e-mail]
or
Investor Contact:
Edward Terino
Senior Vice President and CFO
508-870-0300 Ext. 396
[e-mail]
--------------------------------------------
Co.`s like APLX keep the CSCO`s of the world in business.

Pretty bold statement, but true. When firms like Charles Schwab spend millions upgrading their internet infrastructure, they do it in part because they want to purchase APLX technology. Real-time customer analysis is state of the art sales/marketing, folks. Unfortunately the term sales/marketing does not conjure up images of high tech.

What we need is big time PR. A high traffic board couldn`t hurt either. If we can catch the eye of one casual onlooker to our board, maybe we make a new long out of them.

Z.

(Voluntary Disclosure: Position- Long)
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caldera and applix have bundling
agreement since aug 10,99.caldera ipo filing might give
aplx a push up today.see some posts on yahoo aplx board
and on mtic both RB and yahoo.
hope jit and terino grab bull by horn and get some pr mileage out of caldera filing.media needs a story on caldera besides the msft settlement,and aplx has something for media sharks and analyst debutants.

(Voluntary Disclosure: Position- Long; ST Rating- Strong Buy; LT Rating- Strong Buy)

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gepostet von LordAT, nachzulesen unter
http://www.ragingbull.com/mboard/boards.cgi?board=APLX