Davis Freeberg

AccessIT: The Big Digital Picture

I like AIXD, but think that they still face some pretty big challenges. They have a great product, but so far no one has really figured out who will pay for it. The movie studios want the theaters to pay, but why would they pay for technology that doesn't put more money into their own pockets? The digital projector industry is starting to figure out a solution, but this industry is too dependent on the studios, to try and pick the winner.

I would also have concerns about how much money they are spending on SG&A and how little they are spending on R&D. If digital projection is the future than, they should be investing more heavily in improving their technology, instead of SG&A. I really want to like this company, but would like to see more results before I'd put my own money behind it.