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

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To: Doug (Htfd,CT) who wrote (560)3/13/1998 10:22:00 AM
From: Trader Dave  Read Replies (1) of 846
 
I don't think meta is in either category - undervalued or overvalued at this point. Good technology, product line up needs refreshing (due out this year) poor track record of execution. New management at the top. I think we are in front of a mediocre to poor first quarter, but among the institutional community that's expected. We'll have to see if management and product flow gets better in the 2nd half of the year.

I'm interested and watching because of my belief that analog film will be obsolete in a few years and cheap PC's and ccd cameras make for an interesting driver for meta.

TD
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