> -----Original Message-----
> From: Mark Smyth [mailto:[EMAIL PROTECTED]] 
> Sent: Monday, December 23, 2002 9:55 AM
> To: CF-Community
> Subject: RE: Microsoft plots Macromedia coup against Java
> 
> 
> if neither of them are actually commenting on it, doesn't 
> that mean somethings going on?

Or that "Industry and analyst sources" are (yet again) wrong.  Those
"Industry and analyst sources" have been saying a lot lately... MS will
buy Rational, MS will buy Borland, MS will buy Corel, MS will buy MM,
etc.

It's really a crap shoot - they look at the market and make
semi-informed predictions.  Like any fortune teller the predictions are
taken seriously only so long as they come true... The misses are
forgotten.

In this case it seems like the thrust is to assume that MS wants extend
itself into the graphics/design and enterprise development arenas.
Rational/Borland would give them enterprise
visualization/tracking/development/etc tools and companies like
Corel/Macromedia (I've even heard JASC rumored) would give them graphic
design tools.

It's a case of "MS doesn't have that? Then they much want it.".  It's
also a chicken-and-the-egg problem: does MS seek to buy these companies
and so generate analyst buzz or does analyst buzz convince MS to seek to
buy these companies?

This kind of rumor would also be fueled by the undercurrent lately
claiming that MM is poised to become "the next big thing".  The basic
story is that MM will be able to leverage it's dominance with the Flash
player coupled with it's new enterprise MX line to place itself at the
"MS/Sun/IBM" level of competition.

Whenever a company is poised like that accquisition rumors fly.

So I think that I'll just wait and see.

My guess (consider me an "industy analyst") is that if MS makes an offer
it would be countered by somebody else (perhaps Sun) or
challenged/blocked by the DOJ into a non-issue.

I then predict that MS will take advantage Flash's open format and try
to outdo MM at their own game by creating a .Net application to generate
advanced Flash content.  After all MM makes no money on the Flash
player, only tools, and since the spec is open competition in the tools
market could be fierce.

Just a thought.

Jim Davis


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