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Strategies & Market Trends : Sharck Soup

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To: Sharck who started this subject	5/2/2001 7:08:59 PM
From: besttrader	of 37746

Oops, I forget these guys...they should all be so honest. :) --> Macromedia (MACR) 26.57 +2.87: -- Update -- On conference call, mgmt adamant on call not to provide guidance. Mgmt keeps getting pressed during Q&A, but mgmt will not provide any guidance -- not a number and will not even characterize higher or lower etc...stock trading at 21. Macromedia (MACR) 26.57 +2.87: -- Update -- On conference call, company explained reduction in gross margin to 89% from 91% in DecQ. Due to slightly lower sales mix and a bit with Allaire acqusition...Yet another comment on 20% operating margin guidance: "We're not really providing guidance here." Bottom line, no guidance whatsoever...stock trading at 21. Macromedia (MACR) 26.57 +2.87: -- Update -- On conference call, mgmt sees long term growth objective of 35%, but this year will be difficult...operating margin guidance in the past had been around 25%, so guidance mentioned in earlier comment is a reduction. "Don't think we will get to 20% operating margin this year." was an answer during Q&A session which conflicts with comment during the call. 20% is more of a longer term goal....stock trading at 21.10. Macromedia (MACR) 26.57 +2.87: -- Update -- On conference call, only guidance given: "over 20% operating income"; declined to be more specific....stock selling off to $21.

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