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Technology Stocks : Sonic Solutions (SNIC) -- Ignore unavailable to you. Want to Upgrade?

To: dvdw© who wrote (487)	2/3/2004 3:14:14 PM
From: dvdw©	Read Replies (1) \| Respond to of 553

A Yahoo Post that Snic Investors Must Understand. Da Bigga Boota by: dvdrws_godfather 02/03/04 02:56 pm Msg: 75844 of 75860 God, its good to finally come out of the closet. This Interactual thingie is the mother of all boots to drop. The acquisition of patents that could have limited SNIC growth (SNIC needed access to that tech), and the addition of real brainpower to finish off tech development that will soon own the future of DVD is what this is all about. It was done with masterful corporate managment by Taylor and Doris (fully proving dudes with law degrees and MBAs from Harvard are da best). But what do I know anyway? One of the "owners" of privately held Interactual is a college classmate of mine, and he is one of the classically important and connected people in Whorelywood. On my recent visit to LA and the Microsoft Professional Developers Conference in November, I met with him at the Four Seasons in Beverly Hills (he paid for dindin:-)) Under terms of non-disclosure, I fed him SOME of the details of the "killer App for recordable DVDs" and the impact/relevance of that on SNIC. To my greatest satisfaction, my views about the future were confirmed by somebody who knows exactly why and how the KA can be a barn burner. I doubt that this dinner in any way convinced "Interactual" to sell to SNIC, BUT I am certain that the logic of putting the two companies together had been rock solid for months, if not years. NOTHING, repeat NOTHING, could move the total market potential of SNIC to higher levels, FASTER than this acquisition, AT THIS TIME, in the life cycle of DVD recordables, and in the current shift to the FUSION of DVDs, with Internet, with PC based entertainment media playback. Said differently, for you non-techies. THIS acquisition, IMHO, is the basis that your stock is guranateed to be at $30 or above, and sooner rather than later. Why buy at $20 if this will not blow right past $30?????? Why? because this privately held company was VERY smart about makin profits (as is Doris), their software content creation tools cost a LOT of money for DVD-Authors so this will immediately revitalize the income and profits from that 1/3 of the company that sells the professional authoring tools (Scenarist, Creator, Producer, etc). That "upgrade" shoe will drop, most likely, at NAB/Vegas (April, you dudes got to go see the revolution). Interactual gives snic-authors the tools to make the Internet connection, but they now get ROYALTIES on EACH DISC that is replicated ( something that is not done with snic's authoring tools), the potential for on-going, pure-profit, cash-flows are enormous. The thing Interactual always lacked was the marketing and distribution engine that Sonic represents with their broad line of authoring products and tools and market dominance. Interactual is great on tech, and profits, but was having a serious growth spurt limitation problem. (now solved by their joining the SNICKSTERs). The cash flow into SNIC during the last quarter of this fiscal year could be mind-boggling. For the next quarter its a down-hill racer ride to the bank for ol Bobby Dee. For the forecasting of NEXT year's revenues after the Q4 CC, you can almost pick a number that keeps you happy, because of what is NOW for sale as of this fiscal year. Tonight, Doris only has to say, "I acquired Interactual... any questions?" Second, since this is initially PC based stuff, hooking your DVD PC-playback (Interactual's tools/patents) into an Internet connection would best be done by a tight integration into the DVD player software (Cineplayer from the Ravisent acquisition) and put on millions and millions of PCs from Dell and HP (blowing away WinDVD)... So Sonic just locked up the future of DVD-R home burning by making the connection to DVDs this solid technically... Taylor was MR. WebDVD at Microsoft, so this marriage to Interactual was made in geek heaven. The blood is draining from my head... don't need viagra tonight.