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Technology Stocks : Avid Technology

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To: Mattyo who wrote (512)	4/29/1998 4:03:00 PM
From: David Kuspa	of 777

Off Topic: I believe I mentioned a while back that Pinnacle could be the ones to beat at NAB, since they're ready to ship a very low cost real time NLE configuration for the Wintel platform. Both Media 100 and Avid are a ways off from debuting similar products, and I doubt either will offer the same feature set (component video input/output, real-time transitions, etc.) for under $5,000 as Pinnacle is doing. Their new product lineup is impressive, and they will be configuring their boards with Premiere 5.0. PCLE's stock price has risen dramatically, almost identical to Avid's, and I'd be careful about valuations here as well. TRUV, as you probably know has been suffering for a long time. They have good hardware, and their boards are used in a lot of packaged NLE systems. I don't have much info on where they're at currently in the marketplace.

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