Metrowerks (MTWKF) - low volume, low visibility Message Board

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Technology Stocks : Metrowerks (MTWKF) - low volume, low visibility

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To: Sam Ragucci who wrote (41)	5/20/1997 9:43:00 PM
From: Richard M. Smith	of 82

Hello Sam, >>> Sales of Mac CW are now less than 33% of total sales, >>> but the fall-off in Mac sales happened faster than >>> expected and before other revenue streams have ramped >>> up, hence the sequential revenue decline. After I saw your post, I went and checked out the Metrowerks web site and found the press release on the quarterly results. I was totally amazed how quickly CodeWarrior for Mac sales have dropped off. They were only $800K for the quarter just ended vs $2.5 million in the previous quarter. Metrowerks also set aside $2.1 million to handle Mac product returns. Wow! This is bad news for Metrowerks, but even worse news for Apple. Given that Metrowerks is the leading supplier of development tools for the Mac, I think there is now ample evidence that software developers are abandoning the MacOS in droves. It appears to me that MacOS has caught the OS/2 disease. That is, no applications. What I am wondering is why no one in the press has picked on up this story? The Metrowerk's numbers are a leading indicator of some real bad problems ahead for Apple. Richard

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