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

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To: neko who wrote (578)3/26/1998 8:55:00 AM
From: shahn   of 846
 
neko, thanks for some discussion.

> You've just described MACR's fireworks as the tool that
> MCRE should be working on. You need to go to MACR thread to hear
> more discussion on that.

Well, I have been looking at buying macr.
But I know mcre can do it better with a creative
user interface. MCRE didnt invent photediting but look at soap.
The can do a fire-soap product. The time is right.

> If you read the annual report you will see that they have no great
> interest in the internet market directly.

This is my point exactly. They're burying their head in the sand
just like with 3d hardware accel.

> It is just too quiet from the company. They are such a dynamic group
> that something is going on, either finally a Real Time Geometry
> tool or a takeover or buyout.

I have myself said this 'something is brewing comment' so often
before, both in private and in public on SI. Yes I rode the run
up from 8 last march to 20. Yes I think we've based.
But are things different now (different corporate focus) and
I am not so sure if history will repeat without a soaplike product.
The past is not necessarily a guide to the future, if
theres been a paradigm shift.

Basically, theyve been quiet for so long that its hard to believe
something good wont be announced soon? So either this is correct
or the new products didnt pan out and the creative juices dried
up and rtg was shelved and they spent their money on playing
at being senior executives ... worst case. I'd like to know and it
should be more than faith that what went down will come up. Any
facts to help us decide? How about R&D exp in comparison
past quarters?

Anyhow agreed some of your other comments. I'm comfortable
at 7 1/4 and looking for 10, sure. But dont expect 20 again any time
soon.

Shahn
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