But I suspect their margins are teeny tiny. That is ok if you are
Nvidia. Not sure BMD sell in the volume that makes that strategy work in
the long term. We shall see.
Rupert Watson
+44 7787 554 801
www.root6.com
From: Avid-L2@yahoogroups.com [mailto:Avid-L2@yahoogroups.com] On Behalf
Of RT
Sent: 07 December 2011 22:51
To: Avid-L2@yahoogroups.com
Subject: Re: [Avid-L2] Re: Blackmagic buys Teranex
Oh - it's not that easy -trust me. :-)
You have to hand it to BMD, their acquisitions have been well considered
and executed. They are growing quite a portfolio of interlocking
products, while continuing to innovate their own core technologies.
Product quality has been raised, even as the prices have been pushed
down.
It's a winning strategy for a private company. I just hope their
investors are happy,
RT
Roger Shufflebottom wrote:
>
>
> Now you've really depressed me!
>
> On 7 Dec 2011, at 21:17, blafarm wrote:
>
> > But it's always been better to sell shovels and axes to gold miners
> -- than to dig for it yourself.
>
> With best wishes,
> Roger Shufflebottom
> rogershuff@yahoo.co.uk <mailto:rogershuff%40yahoo.co.uk>
<mailto:rogershuff%40yahoo.co.uk>
> +44 7973 543 660
>
> [Non-text portions of this message have been removed]
>
>
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