One of Avid's problems IS that it is chasing its glory days. Those good old days are good and gone now (nod to Loudon Wainright). Time to get real.
--- In Avid-L2@yahoogroups.com, Richard Tibbetts <huipro@...> wrote:
>
> Maybe that's true Jim, but so is apple (on a massive scale) and ironically, it's paying off in spades for them.
>
> The major difference is that, right now, apple has a few blockbuster products that consumers worldwide are convinced they need. They print money with impunity and are already richer than all the banks in the EU combined.
>
> Avid at the same time has failed to chase their former glory days (earnings or cache), are burning cash and becoming less relevant every quarter to their customers and investors.
>
> Do they have an essential blockbuster technology in the works? Will it turn things around? We'll see.
>
> But I think that any company pinning their hopes on retooling to become a "cloud-based" solutions provider won't cut it. Check out the sky sometime and watch how fast clouds change.
>
>
> On May 27, 2012, at 4:35 AM, Jim Gilson <gilsonjamesj@...> wrote:
>
> > IMO,..Avid is suffering from it's culture of bossing it's customers around instead of serving them.
> >
> > Cheers,
> > jim
> >
> > -----Original Message-----
> > From: Terence Curren <tcurren@...>
> > To: Avid-L2 <Avid-L2@yahoogroups.com>
> > Sent: Sun, May 27, 2012 9:03 am
> > Subject: [Avid-L2] Re: Avid stock
> >
> > Avid was handed a gift from Apple. Now it's hard to not feel like they are just handing it off to Adobe and Autodesk. :-(
> >
> > --- In Avid-L2@yahoogroups.com, "haus" <switthaus@> wrote:
> > >
> > > it's either attractively priced or just heading down the toilet. I got out years ago, thank god.
> > >
> > > --- In Avid-L2@yahoogroups.com, RT <huipro@> wrote:
> > > >
> > > > From about a year ago. Good times,...
> > > >
> > > > Since the $22 "high", Avid plummeted (to $6) and then rallied to a
> > > > lower high, nearly half of that. And has spiraled down again to the $6
> > > > range, where it is struggling now.
> > > >
> > > > (Yes, of course, Apple predictably doubled in the same period, even as
> > > > it ditched FCP. )
> > > >
> > > > Something to reflect on as we ponder and discuss our future business
> > > > prospects.
> > > >
> > > > What I take from this is that Avid stock may be attractively priced
> > > > soon, but if it's ever going anywhere again, the company needs to be
> > > > shaken, not stirred.
> > > >
> > > > That my friends, is today's "short" history lesson.
> > > >
> > > > RT
> > > >
> > > >
> > > > David Colantuoni wrote:
> > > >
> > > > >
> > > > >
> > > > > It's a whole bunch of things, for products it was Media Composer 5, Pro
> > > > > Tools 9, NewsVision, ISIS 5000, Interplay 2.3 and a bunch of other
> > > > > products for 2010.
> > > > >
> > > > > Dave
> > > > >
> > > > > From: Avid-L2@yahoogroups.com <mailto:Avid-L2%40yahoogroups.com>;
> > > > > [mailto:Avid-L2@yahoogroups.com <mailto:Avid-L2%40yahoogroups.com>;] On
> > > > > Behalf
> > > > > Of switthaus
> > > > > Sent: Saturday, February 12, 2011 10:39 PM
> > > > > To: Avid-L2@yahoogroups.com <mailto:Avid-L2%40yahoogroups.com>;
> > > > > Subject: [Avid-L2] Re: Avid stock
> > > > >
> > > > > What does this really mean? Where is the good news for Avid? MC5? Is
> > > > > Avid gaining ground in the new editor market? Or is it the fact that
> > > > > Apple has not made any moves in over two years, so Avid wins by default?
> > > > > The stock is so far down from where it was, I am not sure there is a big
> > > > > celebration over these numbers ("we suck less than the last 12
> > > > > quarters").
> > > > >
> > > > > sw
> > > > >
> > > > > --- In Avid-L2@yahoogroups.com <mailto:Avid-L2%40yahoogroups.com>;
> > > > > <mailto:Avid-L2%40yahoogroups.com>; ,
> > > > > "Terence Curren" <tcurren@> wrote:
> > > > > >
> > > > > > They just reported the lowest loss in years. And gross is up.
> > > > > >
> > > > > > --- In Avid-L2@yahoogroups.com <mailto:Avid-L2%40yahoogroups.com>;
> > > > > <mailto:Avid-L2%40yahoogroups.com>; ,
> > > > > "jeffsengpiehl" <jeffsengpiehl@> wrote:
> > > > > > >
> > > > > > > 22.08 - 22.71
> > > > > > > 52 week 11.04 - 22.71
> > > > > > > Open 22.47
> > > > > > > Vol / Avg. 26,318.00/133,904.00
> > > > > > > Mkt cap 861.88M
> > > > > > > P/E -
> > > > > > > Div/yield -
> > > > > > > EPS -0.98
> > > > > > >
> > > > > > > New 52 week high today.. Hmmmmm...
> > > > > > >
> > > > > >
> > > > >
> > > > > [Non-text portions of this message have been removed]
> > > > >
> > > > >
> > > >
> > > >
> > > >
> > > > [Non-text portions of this message have been removed]
> > > >
> > >
> >
> > [Non-text portions of this message have been removed]
> >
> >
>
>
> [Non-text portions of this message have been removed]
>
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