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

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To: beenay25 who wrote (484)	1/8/1998 8:43:00 AM
From: Trader Dave	Read Replies (1) of 846

thanks for the "pulse of the show' post. OEM business is roughly 33% of revenues, but due to the high (nearly 100%) margins, a much more important part of earnings. prodcut line is a "little long in the tooth" but we should see major new product releases over this year. OEM business with its large up front payments is nearly impossible to manage. transition to pay as you go model is terrible for short term results (I don't know how many more tough quarters it'll create) long term, it'll create much much more predictability and visibility. Short term blow ups create tremendous opportunity to go out and do homework on a company. I'm studying up now. TD

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