COMS & the Ghost of USRX w/ other STUFF Message Board

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Technology Stocks : COMS & the Ghost of USRX w/ other STUFF

COMS 0.00130

-67.5%

Nov 7 11:47 AM EST

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To: Glenn D. Rudolph who wrote (5505)	9/21/1997 5:14:00 PM
From: Bill Ulrich	of 22053

An interesting networking/DVD play: Sonic Solutions (NASDAQ:SNIC) has halved the production cost of DVD with their new 'Creator' workstation. Sonic's primary products are MediaNet, and a line of DVD production tools. MediaNet is a high-speed, 'real-time' network file system designed for audio/video post production facilities. 'Post houses', as they are called, can use MediaNet for simultaneous sharing and editing of files between multiple editors. In a business known for 'expensive minutes', the post-production industry has found MediaNet to be an effective solution for cutting editing time, thus meeting the 'impossible deadlines' imposed by film and audio producers. I've toured a few of these post-houses and they typically use Cisco or 3COM components. For the network savvy: sonicsolutions.com Sonic's original entry into DVD production utilized a rather complex SGI/Macintosh system priced out of the range of the small to medium sized developers ($170k-$240k). Recently, Sonic introduced an 'all-in-one' desktop solution to accomplish the same end without the 6 digit price tag. biz.yahoo.com Sonic had been recommended by Michael Murphy (CTSL) for the past two years, a sure kiss of death for any company. Fortunately, he has sold his position and taken it off his 'buy list'; one should expect reasonable share price appreciation as a result. Current 'Second Opinion' analysis: etrade.stkwtch.com Would appreciate some experienced TA comments re: the above analysis. -MrB

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