Macromedia...making a comeback? Message Board

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Technology Stocks : Macromedia...making a comeback?

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To: John Dowdell who wrote (2426)	2/3/1999 11:08:00 PM
From: David Hagerty	Read Replies (1) of 2675

I appreciate your comments on Flash and Shockwave. It helps me with my market research, and I hope you don't mind if I can mention some of it in there? The market for rich media is really starting to buzz right now and Macromedia is a pioneer that will be rewarded for their efforts. My approach is to be rewarded with two investments in the same space. That is why my comments and investment into THW at the same time as my Macromedia. I will probably buy back in this week. I expected a drop after the move up to 40, and 25 or 26 seems to be the level that people don't want to go below. So it will move back up, but more slowly which is good. Even though I am bullish on THW, I will refrain from messages that can be considered promotional or fueling rumors on THW. I think enough people now know that they are a key little player in the same rich media tool space as Macromedia, but since they go after niche markets that Macromedia doesn't focus on this is good synergy. Critical mass takes time and I think it is here mainly because of Macromedia's pioneering efforts. A few questions for you John. Narrative was recently purchased for $89 million by @Home Network. Do they not depend on Director as the tool to create the Enliven content, and why would @Home or Narrative not just use Director and the ShockWave player instead of the Director and Narrative EnLiven player for their rich media ads? This could signal that other tools could be used by Narrative to create the content for Enliven. Or is it completely dependent on Director? And for the lkife of me, I don't see why Macromedia isn't trading at $75 like other players such as Real Networks. Something is wrong with the analysts thinking on Macromedia. Maybe the analysts think this rich media market needs more players for Macromedia to be taken more seriously. Comments?

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