Avid Technology Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Avid Technology

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: BMcV who wrote (547)	7/27/1998 7:08:00 PM
From: David Kuspa	of 777

Sorry, I don't know enough about SoftImage to really comment, just that it is a smaller part of the general post-production market (even more of a niche-player than Avid). As for the bigger picture, I'm sure I've belabored my point long enough on niche market size/competition/pricing going forward. >>Finally, MDEA may have a better chance of going to 7 than AVID to 60, but they also stand a better chance of going to 1 than AVID to 10<< I disagree. MDEA is already trading slightly below book value during this transition phase and has managed its cash and shareholder equity pretty well. Avid's book value is around $10. I'm sure some Avid shareholders were very happy to have bought Avid near book value last year. MDEA needs their R&D expenses to come down once they ship the new product lines, and a little boost in revenues/earnings could easily get them moving up quickly again. I just don't see that happening for a few more months or perhaps by next NAB, so I'm keeping my eye on them. Stocks often move in anticipation of major developments like this, so you never know. As always, do your own research, D. Kuspa

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next