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Technology Stocks : Metatools (MTLS) - looking for discussion

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To: earthling who wrote (216)	5/5/1997 10:02:00 PM
From: Rick Carlin	of 281

e and all others, I have been lurking on this thread for some time now and doing a bit of research on my own. I am finding MTLS more and more interesting but am suffering from the same sense of a lack of solid information I am picking up from posters here. Seems that we all have some serious work to do to get up to speed on this company. I have started a small e-mail group with some folks that I met through The Motley Fool (TMF), but it is going slow too. It seems that I do most of the postings. If anyone here would like to contribute to that e-mail please contact me at MF Oregon@AOL.com. I'll try and drag some of them over here too. I would like to get information concentrated as much as possible in one spot. This seems like the spot as TMF board is dead right now. I'll keep a eye on it though. Emerald Research is covering MTLS. You can get to their web site at emeraldresearch.com ( don't know how to make a link ). Joe Besseker (sp) runs or is a partner there. He is doing the reports on MTLS. Through folks on TMF I am going on an investors cruise next week and I will get a chance to meet with Joe. I will be sure to bring along plenty of questions about MTLS for him. Emerald has MTLS as a strong buy right now. BTW....Alex Brown does too. I met Joe at the Iomega shareholders meeting about a year ago in Salt Lake City. I am looking forward to renewing our friendship. Joe is quite a talker and he is extremely high on MTLS. If you haven't got it....go get the Emerald report and I think that you will be pleased with the information and the projections. I saw an interview with Andy Grove of Intel in our local paper last week. We get lots of info about Intel as I live just a couple of miles from the Oregon plants. Anyway, the last question regarded evolving technologies and what did he see as exciting technologies out there in the real world. Paraphrasing now "3-D technology is incredibly exciting. Jurrasic Park like effects which used millions of dollars worth of computers to create will soon be available to personal computer users as easily as you open a desktop publishing program today" That got me excited. I hope we all understand the relationship between Intel and MTLS. One investment banker I have talked to put the figure of MMX production at 22 million next ( this? ) year. I bought in 3 weeks ago. I took a fairly light position. Wishing that I had bought calls now since this quick pop. That's the way it goes. My normal investment philosophy is buy and hold. I hope to hold MTLS for a long time as I believe that they are poised to be both the consumer and prosumer 3-D source in software and firmware. I believe that RTG has the answer to 3-D for 8 and 16 meg pc users, and the pros too. According to two reports I have read the product comming out of RTG ( Before the merger and acquisition ) is truely revolutionary. I'll pump Besseker for all that I can get....he said it too. I want to see it. If it is truely revolutionary then the upside to MTLS will rival the best investments of our investing careers. I'm not not out to hype MTLS. I want to know what they are doing in Princeton, and I want to try to gauge the market for their products. I see a tremendous markets if this 3-D is real and accessible to all users....not just folks like the medical community or architects and engineers. This "could" be huge.....or it could be a flop. I'm not yet convinced either way. I am convinced that management is capable. I guess it takes self absorbed ego-maniacal genuis to get a vision and a company going like this...the other genius is keeping them all working toward the same goal. I have heard that there are some pretty good egos running around at MTLS. I don't worry about that much. I think Gates still pouts often too. Kim Edwards of IOM has the biggest ego I have ever seen....he took IOM from 300 million to 1.2 billion faster than any company in the history of the United States. I met him...it's not a story...It's real...he's got it.. So, frankly that encourages me. It often drives sucess. It can be a tremendous help...they fear failure more than death. I feel now what we need to see are expanding profit margins. That is going to be tough for a couple of quarters. Many people see the obscene gross margins ( as good as MSFT ) and think that this is a no brainer....it is not. The cost of the merger and acquisitions will be significant, and the added people at Princeton will be expensive. The 2 million that FRAC missed out on last Q will certainly help to offset those costs and the new products and upgrades should do well on reputation alone...we just might dodge a bullet on those costs. For me 4th Q will tell a story. I hope to be able to hold a significant position in MTLS by then if the story unfolds as it might. It might be 1st Q98 too as 4th Q will have a Christmas effect in it. We shall see. I posted this tonight to say thanks to you folks that are posting. I hope I can contribute in a meaningful way. In particular e I wanted to thank you for your recent postings. I believe that if we can get some others going with differing areas of expertise I think we can figure this company out and mabey make a little money too. I'll certainly help if I can. This is my first post on SI....hope I hit the right button! Thanks, Rick

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