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


To: shahn who wrote (550)3/10/1998 12:23:00 PM
From: beenay25  Read Replies (1) | Respond to of 846
 
Say son,

Not sure what ya mean here...

1) "Macs don't use 3D accelerators" - it's just a driver. The hardware is mostly all PCI. I'm not a Mac fan by any means (sick of all the bitching) but I can't imagine the accelerator folks ignoring potential market.

2) How do you code for NT on a Mac? What's the point you trying to make?

3) There is a massive shake-up going on in the 3D chip market. It would be silly to base a marketing plan on one chip. Cirrus is selling their patents, S3's faltered big time and is in serious legal straits, Intel is ready to move in, VooDoo ShmooDoo, TDLabs, yaaa, yaaa, on and on. Bottom line - margins are deathly thin on the semis.

4) Some notes off the PR:

With expanded file support, Painter 3D will include plug-ins that will enable artists to interactively work with MetaCreations' Ray Dream Studio, Ray Dream 3D and 3D Studio MAX from Kinetix.
-- Good move right off the bat. Go after the MAX market.

With support for OBJ, 3DMF and DXF file formats, Painter 3D will allow 3D designers to easily import a file in these formats and begin painting directly onto the model.
-- OBJ is support is key. Just about every upcoming 3D authoring tool outputs OBJ and then it can be moved into VRML1 or 2. In an indirect way, it opens up designers to the Web.

Let's STOP talking about the past and look at the current state and future prospects (product wise).

Currently the line card looks very good. Mid-priced products targeted at the masses unlike the MAX, SoftImage, etc. The retailers I speak with like Meta, they just aren't sure were to place the products except for Soap. This is true with the entire 3D market. It's so new that the retailers are taking a "wait and see" approach on how to setup their shelves.

The distributors I speak with are noting an increased volume (mostly the lower priced products but that pulls your line card into sight with the Product Managers at the Distys).

Trader Dave is right... it's wait time. Plus, it's the slow period for all channels. Execution does not happen overnight if you want it done right and the timing for this new CEO is pretty good for fall execution.

And for neko - one more post and it's webmistress time. She can bar your access for frivolous posts and since it's past March, you'll have to pay for you access!



To: shahn who wrote (550)3/13/1998 4:20:00 PM
From: Gambit  Read Replies (1) | Respond to of 846
 
I had 1000 shares of mcre @7 and soldout this time. I would like to get back in at & or lower. But I'd love to ask how much do you all know about graphic software and or hardware? From what i'm reading many of you don't know that much... I don't say this to be rude but realy how can you get a voodoo chip to work with a 3d graphic app? I don't get the question maybe your saying why not use a chip like the riva128 for 3d but then your talking about opengl or someother 3d api and if you would like to use it go for it... most 3d appz have this.

As for Kai tools I think he needs to redo the whole thing and make it more like eye candy 3 which is awsome kai tools is dead as is... who use's it anymore? I do love all the other apps but painter... the interface is like working not painting... to much junk. Photoshop scores very good with this clean fun and free flowing.

All in all MCRE need's new appz but its price looks good... if you would like to see other good stocks to look at try CREAF and GAL... though GAL needs a year and for you to know about the next starwars but you could see as much as 400% gains with it.

adam