Link to a Marketwatch article just out today on the whole FCP issue.
http://www.marketwatch.com/story/apple-final-cut-x-opens-door-for-rivals-2011-07-08?link=MW_story_investinginsight
ph
--- In Avid-L2@yahoogroups.com, Philip Hodgetts <philip@...> wrote:
>
>
> On Jul 7, 2011, at 2:03 PM, Steve Hullfish wrote:
>
> > Philip, you aren't being a bubble-burster, just a prick. I'm really surprised by this post.
>
> OK, I'm being a prick but I was pricking the bubble that any company is totally focused on the NLE.
> >
> > How does that percentage compare with Apple's? Seriously. The whole fricking company is built around the NLE. All the other stuff is ancillary.
>
> From my reading of the 10K and Avid's materials, the NLE is peripheral to the real business of making multi-million dollar sales of production equipment where the NLE is a tiny fraction of the total sale. (Do you not read Avid's PR materials in detail?)
> >
> > Apple just showed us all how much the NLE market means to them. And the percentage is WAY below 13%.
>
> Of course Apple's NLE % is way under 13% for pro NLEs, but my point is that Avid - the great company that it is - is not in reality dependent on the NLE. Terry Curren predicted for at least two years they would get out of NLEs completely. Clearly that didn't happen, and I'm glad they're responding like they are, but it's (reasonalby and sensibly) opportunistic. As is Adobe's push. Adobe is no more dependent on Premiere than Apple is on Final Cut Pro. Even Creative Suite isn't the most important or profitable product in Adobe's range; high end document handling systems and Flash are the primary income streams.
>
> Lots to be learnt in 10K filings and PR releases.
>
> Philip
>
>
> Philip Hodgetts
> President, Intelligent Assistance
> Conquering the metadata foundations of Final Cut Pro X http://bit.ly/mBDqIY
>
> Personal Blog http://philiphodgetts.com
> Cell 818 335 3916
>
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