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Technology Stocks : MetaCreations (MCRE) - Detailed Goo in a Soapy Dream -- Ignore unavailable to you. Want to Upgrade?

To: Shege Dambanza who wrote (462)	1/6/1998 9:22:00 AM
From: Trader Dave	Read Replies (1) \| Respond to of 846

Hi Shege: Agreed about the execs. A couple of analysts think there might be an outright miss. If so, we should see a pre-release soon. I'm interested in the market segment and I'm investigating now becuase i think the stock could get blasted on a miss and get inteeresting if the board brings in new managment talent. I've heard some world class stories about the management that make our friends tom siebel and larry ellison seem humble, reserved and pleasant to be around. You're right about sell in sell through, but the funny thing is the Unterberg Analyst upgraded right at the end of the year based on a fair amount of work. The negative comments from H&Q and Piper seem to be based on instinct and experience with the management team. H&Q and piper analyst are both good guys. But when this gets resolved over the next few weeks the unterberg analyst is going to come out looking like a hero or a disaster. I'm hoping that the new CEO gets put in place by february and he/she has a fair amount of control over Wilcak. TD