--- In Avid-L2@yahoogroups.com, "switthaus" <switthaus@...> wrote:
>
> I don't think Apple sees Avid as a "rival". I doubt much worrying is done in the halls of Apple Inc. over whether Avid is profitable or not. Actually, Avid needs to hope that Apple does not see them as a rival, because with all that iCash, Avid would be in a bad spot.
>
> Avid needs to impress new users, not it's current user base.
>
> Terry, where is the "server company" clock at these days?
>
> sw
>
>
> --- In Avid-L2@yahoogroups.com, RT <huipro@> wrote:
> >
> > Steve, It's not really that bleak. Avid is no longer bleeding money,
> > due to the restructuring they phased in over the last year or more.
> >
> > Channels were combined, heads rolled, products nixed and improved,
> > production and distribution costs lowered and services ramped up. They
> > did burn cash in the process, in what was a truly sukky year.
> >
> > Meanwhile Apple gained momentum and cash while introducing new consumer
> > revenue streams. That's stunning in this economic climate and just
> > illustrates the different trajectories these two rivals have.
> >
> > Meanwhile Avid focused on the bottom line, sharpened its tools and
> > impressed its customer base. Apple did not. (Once again, there was no
> > discussion of PRO APPS on the earnings call. They did mention that they
> > would keep Apple TV going as a 'Hobby" though). As some have put it,
> > this may have been a "gift".
> >
> > There are many reasons to be optimistic that Avid will be returning to
> > overall profitability soon. As you suggest, they will need to execute
> > and grow sales in every division. I know for a fact that they intend to
> > try.
> >
> > We'll know more tomorrow.
> >
> > RT
> >
> >
> > Steve Mullen wrote:
> >
> > >
> > >
> > > "Meanwhile, Avid drained around 27% of their cash reserves in 2009."
> > >
> > > Where will the huge increase in sales come from? It's going to take
> > > millions of sales simply to stop losing money. Millions more to make a
> > > profit.
> > >
> > > Despite the wonder of V5, unless a whole bunch of new folks buy their
> > > first Avid, at $2500, it's only the installed base upgrading their
> > > units at a far lower price each.
> > >
> > > And, getting V5 out leaves a very costly and very difficult effort
> > > ahead -- recoding the entire product-line in Objective-C so Grand
> > > Central and OpenCL can be supported. This could take several years --
> > > and that only lets Avid keep-up with 10.6 from last year. By then only
> > > a year of cash will be left. (Can this even be done? I wonder if Avid
> > > has even upgraded their original codebase to the Apple's Carbon
> > > because like Adobe they are also releasing for PCs.)
> > >
> > > For me the question is how to use the time between V5 release and FCP7
> > > release to sell MC to thousands upon thousands of totally new users.
> > > The obvious way is to drop the price to $500, but now 5 times more
> > > units must be sold. And, doing this is not enough. Many times this
> > > number must be sold to eliminate losses.
> > >
> > > You can draw your own curves and it's very hard to see how the losses
> > > don't continue until there is no money is left.
> > >
> > > Best Regards,
> > > Steve
> > > dvcinlv@ <mailto:dvcinlv%40me.com>
> > >
> > > [Non-text portions of this message have been removed]
> > >
> > >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
------------------------------------
Please donate to the Red Cross to help those in earthquake ravaged Chile: http://tinyurl.com/y8pgceq
Search the offical complete Avid-L archives at: http://archives.bengrosser.com/avid/
Yahoo! Groups Links
<*> To visit your group on the web, go to:
http://groups.yahoo.com/group/Avid-L2/
<*> Your email settings:
Individual Email | Traditional
<*> To change settings online go to:
http://groups.yahoo.com/group/Avid-L2/join
(Yahoo! ID required)
<*> To change settings via email:
Avid-L2-digest@yahoogroups.com
Avid-L2-fullfeatured@yahoogroups.com
<*> To unsubscribe from this group, send an email to:
Avid-L2-unsubscribe@yahoogroups.com
<*> Your use of Yahoo! Groups is subject to:
http://docs.yahoo.com/info/terms/
No comments:
Post a Comment