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Technology Stocks : Avid Technology
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To: David Kuspa who wrote (508)4/29/1998 11:48:00 AM
From: Mattyo  Read Replies (2) of 777
 
What do you think of the argument that Avid's underlying growth rate is being masked by its transiotion to a direct sales channel model (i.e. Avid is selling less low margin pass through hardware, thus unit growth is higher than revenue growth, as are margins due to more software only sales)?

In addition, as Avid continues its transition to a direct sales model (Q1 's direct sales = 65% of revenue) aren't gross margins likely to increase further?
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