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

To: Doug Skrypek who wrote (2100)	2/21/1998 12:35:00 PM
From: Silvio Berlusconi	Respond to of 2675

Can't say I agree. A strong web presence will increase the visibility of Macromedia, is a showcase of their products internet abilities (incidentally something the analysts NEED to see) and might eventually even generate plenty of advertising revenue. On top of that I'm not sure if the costs for maintaing their site are all that much higher than those for just maintaining their macromedia.com site. So, I don't believe management is sidetracked by trying to become an excite/lycos/etc. competitor. Their site makes business sense. I'm pretty sure some analysts are just waiting to upgrade MACR. BTAB for one. They'll be accumulating before they do. If/when that happens you'll see a pretty serious runup. I wanted to buy more at 8 but waited too long. If it dips down there once again, I'll add. I believe that MACR has unique products, a good balance sheet (with plenty of cash to purchase technology if necessary) and perhaps above all, no direct MSFT competition. All the ingredients for a successful software company, I'd say. SILVIO

To: Doug Skrypek who wrote (2100)	2/22/1998 7:16:00 PM
From: av ram	Read Replies (1) \| Respond to of 2675

Well I disagree Doug. I think MACR has been repositioning (for last one year) itself from "just multimedia.." company to "internet multimedia.." company. And latest moves of: - releasing Dreamweaver - releasing most of their softwares for internet applications so that they can appeal more - and latest move to create Shockrave reinforces that theme. Also please notice that games, entertainment and music constitutes pretty large number of internet community. Therefore its safe to assume that this new site might generate noticeable revenue for them, if executed well. Not to mention that this site is sponsered and partenered with big players like 7 UP and featuring exclusive Shockwave content created by leading entertainment companies and developers such as United Media,Columbia TriStar Interactive, Comedy Central, SegaSoft Networks, Inc., Circumstance Design, Zeek Interactive, Ezone and TheDJ.com. From Dilbert and South Park to King Putt and Lenny Loosejocksetc. And ShockRave is being sponsored by 7 UP, Apple Computer, Inc. and The LifeSavers Company. IMHO, I think they did good job of bringing this site. regards, av