think for several reasons):
1) The Eolas issue is being addressed in such a way as to eliminate and
user backlash. The scripting is annoying to us, but to the end user
it's seamless.
2) Although primarily a browser deliverable Flash's potential doesn't
lie there (at least not exclusively). The real power of it comes as a
distributable application source. Things like "Central", Flash on PDAs
and Cell phones and such are not covered by the Eolas patent at all.
Since the P/E is justified based on Flash's potential and much of its
potential lies outside the browser it seems like the Eolas patent won't
have an effect.
3) The Eolas patent doesn't just affect Flash but rather all
applications like Flash. So even without the workaround it seems like
Flash would still have the most potential in that space. In other words
Flash wouldn't be "replaced" in that space by something else due to the
Eolas patent issue (although it still may be by superior tech).
Of course those are all technical reasons. All it really takes to slap
the stock is one misinformed, technically ignorant reporter from the
"Wall Street Journal" to say "the Eolas patent will kill flash". ;^)
Jim Davis
-----Original Message-----
From: Matt Liotta [mailto:[EMAIL PROTECTED]
Sent: Thursday, October 23, 2003 9:04 PM
To: CF-Talk
Subject: Re: Macromedia sinks on sales news
The general consensus has been that the P/E is justified given Flash's
potential. Of course, I'm sure that the Eolas patent dispute may put a
damper on that real soon.
Matt Liotta
President & CEO
Montara Software, Inc.
http://www.MontaraSoftware.com
(888) 408-0900 x901
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