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Technology Stocks : Avid Technology
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To: David Kuspa who wrote (250)5/19/1997 10:19:00 PM
From: Vanni Resta   of 777
 
David,

Excellent analysis. Overall, you raise some good points. But what do you have to say to this?

1) Avid's attempt to break into the news business is interesting. But they are only counting on it to supply a very small portion of their revenue. So if they failed, no big deal.

2) Avid itself has or is producing low end models to compete with its competitors. Kind of like the cheapo Mercedes Benz's that are on the market now.

3) I agree the transation away from the loser Mac environment is tough and crucial. (Who needs Mac's anymore? And who uses them? Art departments and universities. So what. They are not the big spenders.) I think you are right, though, that Intel's interest in the company should help them out here.

BTW, do you know more about what exactly Intel's interest in the company is?

My system (earnings estimate revision) still has a big ol' greenlight on this stock. So I am still positive. But you do raise some good points.

Thanks.

Happy Investing!

Vanni
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