Avid, Media 100. In LA (which is the closest to
the reality of business I know), they rarely compete.
In fact with XpressDV, Avid should push Media 100 to
even lower price points. Stock movement is not based
on solid business practices but momentum and hype.
You got into Media 100 at 5 and have benefited.
Others bought Avid heavy at 9.5.
I hope both do
well, but I am into Avid much heavier and have
considered selling Media 100, but every day it just keeps on
Anyway, go to the park and walk your
dogs or ostrich.
dved said it first: "you get what you paid for on
these boards. Do your own damn research!" And guess
what, that starts with him. Your statements about MDEA
are typical of the jalous investor who doesn't want
to admit that MDEA understaood the future of content
delivery 2 years before Avid and that Avid is now paying
for their lack of vision. Two problems with your
post: first you "forgot" to mention the 400% revenue
increase from MDEA internet streaming business. Highly
relevant since this will soon represent most of their
business. Second, John Molinari the CEO of MDEA hasn't sold
a sinlge share for over a year. The seller is his
father who has nothing to do with the Co. management and
is just realigning his portfolio.
Oh, BTW MDEA
just set a new all time high today after a new
$80/share price target set by US bankcorp. At last check
Avid was down on an up market across the board. I
everybody but you wrong again?
MDEA reported a whopping 19% revenue growth
yesterday (ho hum), yet they still command a P/E of 271,
and a Price/Sales of 7.2 (versus Avid's 1.1 X
You trying to tell me that MDEA's sales are worth 6.5
times what Avid's are?
Also: Ever since Oct 99
(when MDEA first popped above $10 (!)), Molinari has
been selling his shares like a wild man! He sold
450,000 shares since Oct (at $13, $19, $27, $31), and now
has 766,000 left... Means he sold 37% of his
holdings! With an average sale price of
Terran is cool, but MDEA is being valued like the MSFT
of streaming media, which they're NOT. Molinari's
the smart one.
Avid, by comparison, has deep
relationships with most major "content kings," and will be more
than happy to provide tools and iron to encode (and
serve, via Unity) all that media. It would take a
shitload of Media Cleaner Pro's @ ASP's of $60-300 to
equal the sales value of a SINGLE Avid
Avid's the sleeper play of the year, IMO.
again, you get what you paid for on these boards. Do
your own damn research!
in case anyone's interested, MDEA reported this
morning and for the first time their numbers actually
look pretty good. Still not convinced it's a $45 stock
but I do wish I'd picked up some shares at $5.
Spoke to a few friends who've played with the new
Softimage, they LOVE it! Also hearing amazing things about
Symphony. NAB should be quite the show. The new products
tied with new CEO announcement should cause this long
languishing stock to pop to low 30's, and hopefully 40's by
end of the year, IMHO. I'm doubling up if it dips
back to 20, our new base.
Of course, do your
own research, don't trust me.
CBOT shows puts and calls, but no leaps. P & c's
look very pricey. Is this true on other P&C's? Are
option traders looking for chickens to pluck? For that
matter, would it be a good idea to sell MDEA and buy
AVID? There must be some fancy math that will tell all.
Maybe a genie in a brass bottle.
There was a guy who
went into a bar with an ostrich. The man asked for a
beer. The ostrich, said, "I would like one too."
the bartender passed the drinks and said, "That will
be $2.80. The man reached in his pocket, pulled out
$2.80. and paid the bill.
the next day, the man came
into the bar, with ostrich, and ordered a martini. The
ostrich said, "me too." Bartender passed the drinks,
said, "$8.50." the man pulled out$8.50 and paid.
The third day the man returned, with ostrich and
ordered a gin and tonic. Again, the ostrich wanted one
too. Bartender said, "$5.25. Man pulled out $5.25 and
Bartender said, "I am amazed! Everytime I tell
you the price, you deliver the exact amount without
even counting. How do you do it? Man said, "It was
like this. I was polishing a lamp one day and a genie
popped out and offered two wishes. I said,"great. I
always want all the money I'll ever need."
said, "Granted. What is your second wish?" I said, "I
want a chick with long legs."
Well, I would like a
stock (not a stork) with long legs to LEAP, and Avid
and MDEA look promising, but which? "Oh Lord won't
you give me a Mercedes Benz? My friends all have
Porches, I must make amends. (Actually, I would rather
have a BMW 740i)