The FCPX bomb hit in the middle of last summer. You haven't allowed enough time for the switchers to deal with the physical details of moving over, the cap ex budgeting, etc.
If Apple loses 10 percent of it's FCP base, it won't even notice. If Avid gains that 10 percent, it will be huge for the company. How big a sale do you think 250 TBs of Isis is?
--- In Avid-L2@yahoogroups.com, "haus" <switthaus@...> wrote:
>
> but they are still losing money and the suits still seem to have no clue what they are doing...
>
> --- In Avid-L2@yahoogroups.com, "Terence Curren" <tcurren@> wrote:
> >
> > This might be a good time to point out Avid stock is still pretty cheap… get the hint.
> >
>
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