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Technology Stocks : Truevision
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To: Perry Kivolowitz who wrote (28)7/22/1997 6:52:00 PM
From: Perry Kivolowitz   of 216
 
All,

If you've been following this thread, you know I was looking for the date of TRUV's next earnings announcement. I received a call back from Truv's IR folks (thank you) to inform me that the date is August 12th after close of market.

I am hopeful of good news at this announcement. I base this on TRUV's introduction of several higher end products which are NOT covered under the license to Avid.

Avid has a license to manufacture lower end TRUV boards for themselves (source: TRUV's annual and quarterly reports). It is my belief that this does not extend to newer, more sophisticated products.

*IF* this is the case (this is conjecture, as I do NOT know), then TRUV's income from Avid ought to pick up as more and more Avid customers upgrade/purchase newer, more sophisticated Avid systems.

The above is the source of *my* optimism for TRUV stock. *Your* mileage may vary.

Perry
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