MetaCreations (MCRE) - Detailed Goo in a Soapy Dream Message Board

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Technology Stocks : MetaCreations (MCRE) - Detailed Goo in a Soapy Dream

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To: Shege Dambanza who wrote (470)	1/6/1998 6:57:00 PM
From: Trader Dave	Read Replies (2) of 846

Time for new management. Seems like they're facing an interesting transition in their oem business model, a transition from up from payments (lumpy and large) to pay as you go. Short term this is like a compression of invesntory and very ugly. Long terrm pay as you go will spread out oem business for the company and make this quarter to quarter nonsense more manageable. if this thing gets cheap enough tomorrw, i'm gonna start some serious work. my guess is the thing will rest for a while. The oem transition would proabably make for a weak q1 also. Hey shege, i'm hearing some spooky stuff about vantive, but i'm afraid to post it becuase I might get farberized. TD

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