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To: SlyWombat who wrote (2293)8/19/1998 8:54:00 AM
From: Mike McFarland  Respond to of 4231
 
IMHO, the value of the group is a real
intangible: Certainly more than one of us
was impressed that they had Lauren on the
DOM, and, like I've said before, maybe there
is some hidden value in whatever effort
SoftQuad has put into XML. Some time ago I
remember seeing that Xmetal was going to be
in beta this fall (it might have been an
article this past spring on redherring.com).

Anyway, maybe I was deluded to think that
SoftQuad had some ace in the hole, and that
with the recent initiatives in XML in quite
a number of companies, that somebody would come
out swinging desperately to aquire that part
of SoftQuad. Certainly the activity on the NG
hasn't suggested that anybody is using swebf
xml tools yet...and one worries that, although
they may have had the upper hand at one time,
they've squandered their lead and a handful of
companies have passed them by.

esecurities and I have both pointed out Datachannel
and Allaire a couple of times...if there are any
programmer lurkers on the thread I would like to
hear any guesses as to what either of these companies
might be willing to spend on that part of SoftQuad.
Send a PM if you're secretly buying shares for
goodnessake--throw us a bone! hehe.

Of course, if you get into a discussion like that
with a programmer or an xml expert, then you have to
finally admit that I for one am not a programmer...
have no contacts at any of the html authoring/tools
companies (tho I did speak breifly with a sales rep
at Datachannel a few weeks ago--anybody who has not
already checked out their website, should) and maybe
this roll of the dice was the one which teaches the
gambler a lesson.

Ah, ecommerce and the internet really looked hot til
SoftQuad spoiled the party for us, I still cant beleive
they didn't pull out a rabbit for us. Can you imagine
the kind of pop they could have gotten if they'd sold
something off to that fish oil company, Zapata, hehe.
(that was a listless, weepy hehe...just so you know how
to read it).

I guess these are all the sorts of questions one would
want to take up with management. I think maybe I was
too timid not to call them up myself--knowing that my
bundle of shares were so paltry compared to other
investors. I seem to remember a couple who has a million
shares of this--I'll bet they've got pretty good access.
I wonder what major investors do when one of their stocks
is down 50% in a couple months, surely you cant sell...
the price would completely collapse, and it is probably
already artificially deflated by that last earnings.
grumble grumble

eom