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Technology Stocks : Macromedia...making a comeback? -- Ignore unavailable to you. Want to Upgrade?

To: Rik Forgo who wrote (1935)	11/6/1997 6:36:00 PM
From: Jatin Kadakia	Read Replies (4) \| Respond to of 2675

CFO resigned to-day. If in talks of merger, CFO would be a key figure and would be the last one to turn the lights off. This may be why it took a small dive today. Will it continue tomorrow? CFO leaving is generally considered a bad omen but then again he may have been let go to bring in someone more capable. Regards, JK

To: Rik Forgo who wrote (1935)	11/7/1997 1:06:00 PM
From: Irish99	Read Replies (1) \| Respond to of 2675

I haven't heard anything about this, but am familiar with both companies. FWIW: Quest is similar in approach to Authorware. Allen's other product, Designer's Edge, is an instructional design tool that can be used by a CBT developer with any authoring tool. It is unique and valuable. Unlike Macromedia, Allen derives a significant portion (about 50%) of its revenue from professional consulting services, the balance being from software tool sales. Macromedia refers the consulting to partners. Running a shrink wrapped software tools company and a professional services firm are two different beasts. The deal would make sense as Macromedia seems like it is focusing again on CBT. It bought Solis, which fits this strategy. It is interesting that the big three in CBT Tools (Macromedia, Asymetrix, and Aimtech) lost focus on their CBT tools (Authorware, ToolBook, and IconAuthor) while developing and marketing Internet tools (Shockwave, Supercede, and Jamba). Asymetrix dumped its Internet tools to focus on CBT. It bought Aimtech in July and spun off SuperCede and Jamba. Maybe they all realize that there is some money to be made in CBT and that it is a high end corporate sale.