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Technology Stocks : Avid Technology -- Ignore unavailable to you. Want to Upgrade?


To: David Kuspa who wrote (504)4/27/1998 4:33:00 PM
From: Perry Kivolowitz  Read Replies (1) | Respond to of 777
 
David,

Thank you for your perspectives. While I agree with you that there's diminishing room to sell higher-end editing solutions, and hence there's a limit on revenue growth, here's something that you may not have considered...

In my view, Avid's real opportunity for revenue growth lies with their newly shipping newsroom products. If this should hit to anywhere near its potential, this one area is large enough to fuel a doubling of Avid's revenues (or more).

Also, several other products and product lines were announced at NAB which Avid has carried as expenses during development. As the revenue from these new products come on-line, Avid's prospects should continue to grow.

My own opinions, of course.



To: David Kuspa who wrote (504)4/28/1998 4:13:00 PM
From: Mattyo  Read Replies (1) | Respond to of 777
 
Your dealer contact cited high demand for the new DVC/firewire editing systems. Do you know who makes these products? Thanks in advance.