Adobe Systems Inc. (ADBE)

All Comments on ADBE

  • commenter
    User 200631
    Jun 13 05:57 AM
    Avid Technology: Contrarian Position [view article]
    AvidUser, you really need to do research before you make wildly erroneous statements that you present as facts. For the record, I am an Emmy award-winning editor who uses both Avid & FCP.

    "Final Cut Pro is a software tool for prosumer and small productions."

    You mean like BBC? NBC? CNN? MTV? Fox Promos & Sports? The production companies in Hollywood that supply programming to all the major tv & cable networks? Just about every Hollywood ad agency? Oh yeah, did I forget to mention David Fincher, Peter Jackson and Walter Murch? Please....

    "Avid also sells storage solutions which are replacing video tapes. Apple does not."

    I suggest you look at Apple XSan. There are facilities using large (135TB+) systems for HD multicam editing.

    "Avid has never made money from software. It makes money on hardware, turn key solutions, and service. Avid Media Composer has always been a loss leader."

    While the failure of Xpress Pro has shown you first sentence to be correct (Avid has discontinued it), your comment that MC has been a loss leader is a head scratcher. That was Avid's bread and butter from the beginning until just a couple of years ago when they were forced by the market to introduce a high-end SOFTWARE solution. Their exorbitant markups flew out the window once the software could be purchased for $2,500. The Unity is facing rising competition to more cost-effective and equally viable solutions. As for service, I suggest a visit to the almost any online Avid forum for non-partisan views on the problems with the company's assistance program.

    "Avid's future is in services, asset management for large entreprise, bigger contracts. Apple has no plans in that area, it is entirely concentrated on the prosumer market."

    With all due respect, are you NUTS? Do you really know nothing about FCP Server which was shown at NAB last year?

    Listen, there are projects that Avid excels at, and the same is true for FCP. There are powerful tools in both. But with the exception of ProTools, Avid & FCP do NOT complement each other. Having been involved with Avid products since V1.0, I can safely say that the current problem with Avid is that it's a bit of a rudderless company without a vision - which is quite the opposite with Apple.

    Please, at least do a little research before you make such wildly inaccurate pronouncements.     Reply
  • commenter
    ullric
    Jun 12 10:40 AM
    Avid Technology: Contrarian Position [view article]
    Final Cut Pro is a software tool for prosumer and small productions.

    Avid is not a prosumer company, it's main market is broadcast, hense the talk about video tapes. Avid also sells storage solutions which are replacing video tapes. Apple does not.

    Avid has never made money from software. It makes money on hardware, turn key solutions, and service. Avid Media Composer has always been a loss leader.

    Avid's future is in services, asset management for large entreprise, bigger contracts. Apple has no plans in that area, it is entirely concentrated on the prosumer market.

    Avid's solution are not incompatible with final cut pro, they are complementary     Reply
  • commenter
    User 200631
    Jun 12 02:30 AM
    Avid Technology: Contrarian Position [view article]
    It's seems obvious (to me at least) that Mr. Goldblum did research in all areas except one - the marketplace where Avid competes. Three words which are the root of Avid's (almost insurmountable) problems: Final Cut Pro. Apple has single-handedly changed the technical, AND more importantly, financial playing field. For all his misguided analysis and pointless number crunching, Mr. Goldblum totally misses the point that FCP is a juggernaut that has transformed the post-production landscape, and in doing so has drastically changed Avid's business model.

    One additional quibble: "As broadcasters switch from videotapes to digital editing and production..."; I don't know where Mr. Goldblum has been, but the end of videotape ship sailed years ago. A more accurate statement would be "As broadcasters switch from 2nd (or 3rd) generation digitial editing and production...".

    I'm not saying that Avid is going away soon, but the future will be quite and uphill battle for the company - and these are not the times that will be friendly...     Reply
  • commenter
    User 207335
    Jun 09 09:41 AM
    Can Gaming Stocks Power iShares Software ETF Higher? [view article]
    Don Dion is offering a free video conference this Wednesday on his outlook for the 2nd half of the year! Go to www.dionmm.com/video/p... to register! Reply
  • commenter
    User 206176
    Jun 06 11:47 AM
    Microsoft's License of Adobe Flash Lite for Mobile Devices is Good for Consumers [view article]
    Why don't we follow standards? You can create websites with rich experiences almost as powerful as Flash or Silverlight with XHTML and JavaScript. If you need an experience that only Flash can offer, then use Flash! Microsoft's attempt to "beat" everyone is ruining their ability to succeed at their core business. It is starting their long, slow decline into complete irrelevance (like IBM).
     Reply
  • commenter
    Scott Berry
    Jun 04 03:21 PM
    My Website
    Veoh Raises $30 Million: Is There Room for Another YouTube? [view article]
    I disagree. There's no step up, or other change, in the Veoh trend line to indicate the Stage6 devotees went there, despite the best efforts of DivX. If they did, Veoh must have lost other uniques in the process. I suspect there is no Stage6 "block" out there anymore. Reply
  • commenter
    Alon Idelson
    Jun 04 10:55 AM
    My Website
    Veoh Raises $30 Million: Is There Room for Another YouTube? [view article]
    "Stage6" was closed on February 29, 2008.
    Veoh just recently added many "Stage6" refugees.
    if you go to "Stage6" now, You'll get a "Stage6 is introducing Veoh Networks Inc." message.     Reply
  • commenter
    Bright
    May 29 08:15 AM
    Will the Exxon Go Green? Fast Money Recap (5/27/08) [view article]
    I would agree although, markets have always been manipulated so how can we operated our free market unhindered? Reply
  • commenter
    windinmyface
    2
    May 29 01:52 AM
    Will the Exxon Go Green? Fast Money Recap (5/27/08) [view article]
    "Karen Finerman says there is enough money to diversify into alternative energy, and Najarian agrees". Two communist, they are traders to this country, and are undermining this country as our enemies do. All the GREEN MEANIES should crawl in a hole some where, and let this country, and its FREE market operate unhindered. Reply
  • commenter
    User 25498
    May 25 10:30 PM
    Wall Street Breakfast: Must-Know News [view article]
    I need PREMARKET INFO. Does yr WS Breakfast come email before the bell?
     Reply
  • commenter
    User 143154
    May 24 03:18 PM
    Wall Street Breakfast: Must-Know News [view article]
    Look at the other advisors who have picked up on her theme, finally! Reply
  • commenter
    User 143154
    May 24 03:16 PM
    Wall Street Breakfast: Must-Know News [view article]
    I think spinster, cindy retard, savyinvestor, etc whether she be single or married, rich or poor, sick or healthy financially or otherwise has done a great deal of good this past week with her summaries of posts collected from the e-trade message board. I would give her a raise. Reply
  • commenter
    jlounsbury59
    May 24 12:59 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Before the market opens or later, I never miss your "breakfast". The quickest summary of what's happening that I know of. Thanks. Reply
  • commenter
    HappySam
    May 23 10:26 PM
    Avid Technology: Contrarian Position [view article]
    Avid underperformed during a bull market. Why do you think it will outperform in a bear market?

    If you could convince me that the buyers of AVID's software/equipment were not coming under pressure, that their markets were instead expanding and growing then perhaps you may have a case.

    Fact is that this is a mature market, margins will continue to contract and low priced competition will destroy their margins.

    In my humble opinion     Reply
  • commenter
    SA Editor
    Eli Hoffmann
    May 23 11:58 AM
    Wall Street Breakfast: Must-Know News [view article]
    Richard, Kind of like a cross between wary and leery ;-)

    Fixed     Reply

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