Recent

% | $
Quotes you view appear here for quick access.

Avid Technology, Inc. Message Board

  • nothing_worthwhile nothing_worthwhile Aug 16, 2001 9:58 AM Flag

    Fingers crossed...

    Looks like maybe we've seen the bottom, eh? The sellers have sold, and the big money seems to be in the buys.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • ...spoken like a true insider! The big buys are back? Why would anyone buy this stock? Let's see, no low-end strategy to speak of.....losing market share to FCP.....management panicked after the first weak quarter (sure that makes Wall Street confident) when all we kept hearing about was the previous record-breaking quarters....slow sales at Digidesign.....180 people laid-off. Hope their senior management team has enough golden parachutes to go around.......What's happenning with the Trilligent Product? Any sales yet? Please answer these questions, thanks!

      • 2 Replies to brookshanlon
      • On the other hand, Price/Book is under 2, Price/Sales is at .5, we know why they had a bad quarter, and when the economy comes back, they're going to be making money again, even if their competition takes off a bit of marketshare. They still have a big name, there's still a lot of growth opportunity overseas (and the dollar won't be going up forever), there's still a lot of opportunity in broadcast (which will switch to digital one of these days, even though they've been rediculously slow at doing so).

    • Sounds like a winner - at least for you! Let's see, they pay for the booth, pay for the marketing, uncover the leads, and you make the sale - great model - hope it continues for you. As far as the market - are they selling down to people that would have bought more expensive systems? Or are these the people that they missed from the EPub Special Victims Unit? I can remember the last management team expecting to sell into the educational market with EPublisher over 2 years ago.

    • Gary,

      Trouble is, I think Avid's true (high-end professional) customers look at XDV and ask what the heck Avid are doing in that low-end area of the market? It makes those guys with money really wonder if Avid are really looking at their traditional customer base.

      No reflection on what you're doing - Avid have brought a good product to the active area of the market where you work (and do a good job with it too). I'm just not sure Avid can adjust the the rarified atmosphere. Their sales guys will look at the commission on XDV and consider it a rounding error. Now if they can get orders for 100 units at a time, that would be almost as good as one regular sale of a high-end system.

      Not convinced Avid can survive or thrive in the Pinnacle/Matrox domain without even more significant changes.

    • Only problem with XSI is that everyone gets it for free. That's the peril of announcing a product two years before it's ready for prime time - sales had to continue during that period, and to make them, free upgrades had to be put on the table.

    • @@Only problem with XSI is that everyone gets it for free.

      Not True. Only those with an active maintenance contract as of March 31st, 2001 would receive the free upgrade from Softimage|3D to Softimage|XSI. XSI is no longer free no matter what your status is.

      If you want XSI today, you need to make an explicit purchase of XSI. For many years (as far back as 1997) Softimage has stated that you would need an active maintenance contract during release of XSI (Sumatra at the time) in order to receive the upgrade. They're sticking to their guns.

      Many old Softimage customers are renewing their long lapsed maintenance contracts from years past, but technically they're Softimage|3D customers so they'll have to pay upgrade fees to get their hands on XSI. Softimage|3D no longer ships with XSI - it's a separate product. However, there are sale promotions currently in effect until mid-September (not freebies) so as not to screw anybody over too much. Avid|Softimage still collects at least 75% of retail price on these promotions - they're not giving it away.

    • Softimage is back??? Siggraph was a pathetic display of an industry where no one (except Alias Wavefront and a few choice smaller companies) is making any money. If Softimage were back, Avid wouldn't have laid off everyone in Montreal who had any idea about this , albeit lousy, business. Anyway, the real problem is that the day of the $20k 3-D seat is long gone, and Avid can't make a business of anything that has a low average selling price.....XSI will end up a plug-in to some other Avid box, just like Elastice Reality, matador and Illusion (remember those?)....but, do your own research

    • Dear woowie
      What about the laid off at Alias Wavefront? rumors are saying that even more laid off are plan for after Siggraph and IBC. SGI is trying to sell AW for approx 35M. Maya 4.0 is a disaster.

      Real indicators are showing Alias with a decline and that Softimage is growing. So strong that it may take over AVID. :-)
      Cheers

    • I assure you that softimage did not "layoff everyone who knew anything about this business", and to say so does a major disservice to those who have remained at soft because they are passionate about what they do (and not because it's a 'safe' job).

      For more information on SIGGRAPH (including look at Softimage) look here : http://www.3drender.com/updates/siggraph01.html

      Also some more on Softimage particularly here http://www.cgchannel.com/subpage.php?incx=review_010822_xsi_edharriss.html&id=12
      90


      and http://www.insidecg.com/feature.php?id=79&page=5

      Also - you'll find Illusion technology leveraged in the most recent release of XSI also in terms of the built-in compositor.

      As woowieman says, I encoruage you to do your own research.

    • @@Siggraph was a pathetic display of an industry where no one (except Alias Wavefront and a few choice smaller companies) is making any money.

      Hahahahahahaha! A|W has not earned money in years! Their big revenue cash cow has been StudioTools with the auto/engineering industries, not Maya. Maya got it's market share by dropping their pants with every studio in Hollywood with hopes that volume would make up for it in the end - but it didn't. Just look at SGI's stock which as I write this is at 51 cents.

      Now that Maya has reached it's peak market share, they can't bring in anymore revenue to keep things going. A|W has to actually stay within a budget. Their ports to Linux and OSX are delayed and a version behind, Maya v4.0 doesn't have any "real" features - they only address UI workflow that should've been addressed with version 1.0. XSI already kicks Maya's butt in animation and rendering...and now compositing. Once modelling, texturing, and FX get online, XSI will deliver the knockout punch.

      Don't forget: A great many Maya users are only Maya users because their companies' made the switch. There are a lot of Softimage users in Maya clothing just waiting to make the switch back given the opportunity. XSI v2.0 is opening the door.

      @@If Softimage were back, Avid wouldn't have laid off everyone in Montreal who had any idea about this , albeit lousy, business. Anyway, the real problem is that the day of the $20k 3-D seat is long gone, and Avid can't make a business of anything that has a low average selling price

      Your info is very outdated. Softimage hasn't sold 3D products with a price tag of 20-30K range since the days before Microsoft in 1994.

      @@.....XSI will end up a plug-in to some other Avid box, just like Elastice Reality, matador and Illusion (remember those?)....but, do your own research

      Funny you should mention those 3 products as they're all heading to XSI. Illusion is already in there acting as part of the compositing system (along with components of Softimage|Eddie and Softimage|DS).

    • You sure sound like an insider "sane" guy. I Assume that you're working in Montreal, and you have a particular writing style that I think I've seen before - are you initials perhaps MS?

    • View More Messages
 
AVID
12.26+0.38(+3.20%)Jul 31 4:00 PMEDT