Quasimondo - Mario Klingemann's Flash Blog: Share Opinions

August 27, 2002

Share Opinions

Stock analysts and web developers seem to have something in common - they are not much interested in reading the publications of the others. Still - I just stumbled over this article in BusinessWeek Online which caught my eye because it takes such a different point of view from the general feeling I have that it just amazed me.

Scott H. Kessler tells us why he thinks that the merger of Macromedia and Allaire was a pretty bad move. The funny thing is that he does argue only with numbers, but he mentions MX (which was only possible through the merger) only in one small sentence. Wow - you get the impression that he doesn't have any idea what's going on and what new technological perspectives opened up. And this guy just downgraded Macromedia to "SELL".

I haven't looked at the value of my MACR shares for quite a while, but I have patience..

Posted at August 27, 2002 12:41 AM | Further reading

Comments

A famous investor once said that Wall Street will never understand companies because Wall Street thinks that companies make money. Companies make products, and money is just a side effect if the products are good. Macromedia makes great products, so sooner or later they will make a lot of money.

Posted by: Jan Koeman on August 27, 2002 05:58 AM

If MM can't get the vision crossed to Wallstreet, they probably can't get it crossed to corporate America (the customers). Well, that's an issue. They have to get into the black fast and selling Flash MX is just not enough. They want to enhance developers and user experience by leaning towards propriety solutions. The fact is they did a great job at getting the goals especially with AMF. Will the customer buy into it, that's the question. I have to agree with the Businessweek article. MM has a great vision and great products, but does Corporate America share this vision!

Posted by: Jan on August 27, 2002 11:24 AM


	« What's Your Number? \| Home \| The Wayback Machine » August 27, 2002 Share Opinions Stock analysts and web developers seem to have something in common - they are not much interested in reading the publications of the others. Still - I just stumbled over this article in BusinessWeek Online which caught my eye because it takes such a different point of view from the general feeling I have that it just amazed me. Scott H. Kessler tells us why he thinks that the merger of Macromedia and Allaire was a pretty bad move. The funny thing is that he does argue only with numbers, but he mentions MX (which was only possible through the merger) only in one small sentence. Wow - you get the impression that he doesn't have any idea what's going on and what new technological perspectives opened up. And this guy just downgraded Macromedia to "SELL". I haven't looked at the value of my MACR shares for quite a while, but I have patience.. Posted at August 27, 2002 12:41 AM \| Further reading Comments A famous investor once said that Wall Street will never understand companies because Wall Street thinks that companies make money. Companies make products, and money is just a side effect if the products are good. Macromedia makes great products, so sooner or later they will make a lot of money. Posted by: Jan Koeman on August 27, 2002 05:58 AM If MM can't get the vision crossed to Wallstreet, they probably can't get it crossed to corporate America (the customers). Well, that's an issue. They have to get into the black fast and selling Flash MX is just not enough. They want to enhance developers and user experience by leaning towards propriety solutions. The fact is they did a great job at getting the goals especially with AMF. Will the customer buy into it, that's the question. I have to agree with the Businessweek article. MM has a great vision and great products, but does Corporate America share this vision! Posted by: Jan on August 27, 2002 11:24 AM Post a comment Name: Email Address: URL: Comments: Remember info?
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