SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: David Kuspa who wrote (103)3/6/1997 11:45:00 AM
From: Justa Werkenstiff   of 777
 
David: your analysis makes sense on the surface. But if their failure to compete at the lower end of the post-production market is the whole story, then Avid's revenues should be dropping off a cliff. This is not the case as revenues are increasing. Perhaps the answer to this contradiction lies in some market share analysis and growth projections for all of Avid's products (they make over 50) along with a revenue breakdown for each product line (they have 7). Again, to focus solely on the editing line which did account for a "substantial majority" of revenues at least in 1995 may be misleading. I wish I had this information but I do not. If someone does, please post it. If I find the time, I will attempt to secure it.

In talking with IR, they see growth in audio and newsroom automation.
BTW, my eps numbers for some years may be off due to my reliance on a secondary source.

Good luck.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News