Metrowerks (MTWK) Message Board

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Technology Stocks : Metrowerks (MTWK)

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To: Art Johnson who wrote ()	1/23/1996 9:34:00 PM
From: Heeren Pathak	of 158

There was a discussion about this company a while back both in the software forum and the Misc-Canadian companies forum. I think Metrowerks at its current price is risky. Much of the current price seems to reflects continued high growth that the company may not be able to sustain. By some reports, Metrowerks has already captured upto 80% of the Mac development market. They are in the process of moving into the Windows and MIPS market but these products are not due to be out until this Summer/Fall. Check references on Metrowerks home page, metrowerks.com for more info. On the flip side, the company has superb technology and a strong following. Apple and Symantec are both trying to respond with better products and in some cases offer a strong product than Metrowerks. The interesting side to this is the response of developers. Most developers seem to be willing to stick with Metrowerks believing that any lead by Apple or Symantec will be short-lived. This strong loyalty is important for the company, especially in a psuedo-commodity market like compilers. On a personal note, I am a very happy user and shareholder. I purchased the stock at a relatively low price and continue to hold because I believe there is a great deal of long-term potential. However, I also believe that the short-term story for the stock is not good. I look for earnings growth slowing down for the first half of the year and to pick up as its product offering come out this summer.

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