Macromedia...making a comeback? Message Board

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Technology Stocks : Macromedia...making a comeback?

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To: Doug Skrypek who wrote (2100)	2/21/1998 12:35:00 PM
From: Silvio Berlusconi	of 2675

Can't say I agree. A strong web presence will increase the visibility of Macromedia, is a showcase of their products internet abilities (incidentally something the analysts NEED to see) and might eventually even generate plenty of advertising revenue. On top of that I'm not sure if the costs for maintaing their site are all that much higher than those for just maintaining their macromedia.com site. So, I don't believe management is sidetracked by trying to become an excite/lycos/etc. competitor. Their site makes business sense. I'm pretty sure some analysts are just waiting to upgrade MACR. BTAB for one. They'll be accumulating before they do. If/when that happens you'll see a pretty serious runup. I wanted to buy more at 8 but waited too long. If it dips down there once again, I'll add. I believe that MACR has unique products, a good balance sheet (with plenty of cash to purchase technology if necessary) and perhaps above all, no direct MSFT competition. All the ingredients for a successful software company, I'd say. SILVIO

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