oh yeah!

Avid Technology: Contrarian Position

User 200631
Your views are as biased as Avid User

FCP is a serious contender in Post / Film markets but it still is a follower; the whole interface echo's the Avid "look and feel". The latest Avid DX offerings are sweet music for the LA market, Avid still leads the field.

The storage solutions are still ahead of Apple and cost of like for like equipment is similar. Avid have far better end to end solutions than Apple and the Apple focus is consumer (in all its markets) whereas Avid have made decisive moves into the Broadcast domain. Although the post market is a major factor for Avid, it is not the only factor, unlike FCP. Don't mention Apple content management solutions they have a few years to go yet and Avid scalability out strips Apple as well.

As for your tape comment; many post and broadcast customers use it and from an archiving perspective they have too! The tape format may change but it remains tape. Post and Film markets tend to be early adopters but they are not all 100% digital. As for Broadcasters, some still use 2 /3 machine edit bays; offering a huge potential to Avid’s future in this product line.

A cynic would say the only reason FCP survives is Avid started working with Microsoft in the late 90’s and Mr. Job’s decided to capitalise on the LA markets love of a single button mouse.

Avid have shifted focus a few times in their past and Avid have had a lot of management change over the past few years. They now have a solid board and upper management structure that has a focus in preparing the company for an eventual merger or buy out with a larger organisation. I believe this, because of the involvement of Blum Capital and also the selection of the CEO, Mr. Greenfield -check his history.

So from an investment point of view, I think Mr. Goldblum is correct and I believe that the Avid shares will top out around +$35 to$40, prior to their being acquired. This may take a further two years or more. The biggest unknown is what broadcasting market and post / film customer will do in an overall market that is hurting from higher than normal oil prices.

I own a few Avid but no Apple shares; so I suppose I am also biased.

1,238 Billion Barrels of Oil Reserves: Is This an Oil Price Bubble?

hedgies and greenies!!!
sounds like a good Pixar cartoon

I believe it is a false market that will hopefully crash! What about the surplus oil sitting in tankers off shore as they have no where else to store it?

What worries me is the lack of regulation in this market (look up ICE!) just like Enron and sub prime mortgages; so much money is being printed and shuffled around -fortunes need to be made!! Only problem is the man on the street will loose out again, someone has to pay for a burgeoning bureaucracy and dare I say it, a silly war over oil!

smoke and mirrors...........