XSI 2.0 is what 1.0 should have been, and there is absolutely no market indication that there is any "wave" of migration of Maya users......I just can't resist countering your hyper-enthusiastic suppot of a product that is literally stillborn in the market.....of course, I would suggest that people do their own research
........I want to hear business plans as if you know what you're talking about, not investor mumbo-jumbo crap.......
Boy, you MUST be a Softimage person, as I know they've been trained extremely well not to care at all about their investors.....listen, I'm not being paid by avid to develop a busines plan, I've invested in them and now I want to know from them what the plan is, that's how the deal works. So, as I said, if I were running things, I'd break up the company now for the obvious gains in value that the investors would receive. The party is over.....let's get our money and get on to the next investment......of course, please do your own research
OK, you asked,,,,,the company is worth more to the shareholders broken apart than it is in it's current structure. Digi could be spun off for something close to the current total value of Avid, leaving the editing business to improve current value by at least 50%....and with $2-3/share in cash, it all starts to look like the inevitable conclusion to this odd-ysey. Soft should be sold off for whatever it can bring (probably about a tenth of what Avid paid) and Avid shareholders should finally deal with the fact that the past three management teams haven't had the smarts to put a strategy together that (1) makes sense to what customers need, (2) makes sense to the prioritization of developments efforts that is necessary to keep an engineering team dynamic, and (3) avoids the common pitfalls of corporate cronyism (i.e. maybe Krall's experience could scale quickly moving from a Digi job to CEO of the whole shooting match, but Rockwell, Smith and the others??).......I stopped being long on Avid with the ineptitude of the restructuring of sales under Smith's "leadership." ....It's time folks, in Hollywood jargon, it's a wrap......RCA, Ampex, Grass Valley, and now Avid........history simply repeats itself.....and SI-man, you should be ashamed of your perpetual emotionalism over this topic, resorting to cursing fits.....of course, you're probably among the believers who still are holding at $20/share........everyone reading, please do your own research
.....boy, you have way too much time on your hands. It must be from your having just finished the latest ground breaking 3-D project at some studio where there are 20 animators in a dark room with cubicles.....tell ya what, let's check back in about 9-12 months and see where XSI/Avid is....as the editing business hits the wall for Avid (thanks Apple), the golden goose won't be laying the same eggs she used to, and that means more cuts......hmm, let me think, Digi or Soft? Place your bets now......
....way to go SI-man, you've missed the point again. How in the world do you expect Avid to continue growing when, as you say, "...It's not about making one
killer sale, it's about making lots of small sales, which in turn,
grow over time..." have you ever heard of Cost of Sales? Avid can't afford to have guys running around trying to make "lots of small sales." The company is built on the big killer sales (if you understood what a $200+MM quota feels like, you'd know where their VP of Sales is coming from.) So, love the product, love the market, but face it - there is no real money left in selling these tools. They need to go to very low end sales channels - not Avid's strength. By the way, have you talked to an XSI sales guy lately?
...you have mistaken your enthusiasm for the product as some reason for Avid to maintain enthusiasm for this business. My point has nothing to do with the tool (I have no doubt it has worked out significant workflow isues.) My point is that the BUSINESS is dead. Just talk to any of the major effects houses who are using Maya now and ask if they plan on changing over to XSI any time soon.....do you think the typical Avid sales guy (with a $XX million dollar quota) has the time to even say "XSI"? and if he did, who is going to do the heavy lifting to do lengthy evaluations (Avid animators RIP, or, better yet, resellers) so that big effects houses can, at the end, say "sure, i'll buy, at 75% discount of the list price."....Please, I love your enthusiasm for the product, but if you're a user, I bet you haven't even paid for maintenence in the past 3 years!! Now how the hell is anyone supposed to make a business on customers like you??.......or, you're probably some engineer in montreal who lived Sumatra to it's natural and unfortunate conclusion.....so get on with it and get your "3DMax for Idiots" book while Borders still has them in stock.....but everyone should do their own research
I don't necessarily disagree with your comments (except the part about me being an idiot, shame on you, this isn't personal).....but the problem is that Avid's business model is based on an Average Selling Price of above $25k, and any products that don't hit that number or above (a) don't get any attention from the sales people, (b) get lost in the shuffle of product development priorities (face it, storage is a better business for Avid than 3-D), and (c) face the wrath of the hatchet when a bad quarter arises. Oh yes, not to mention the utter collapse of the 3-d market (and I mean "market, i.e. place to sell with customers buying). Yes, i'm sure you're in love with the technology, along with every other XSI user, but you and your enthusiasm unfortunately do not constitute a business model that makes sense for a struggling monolithic behemoth like Avid. If it comes down to a choice between Digi and Soft, who do you think will get the nod? And if the previous Softies couldn't pull off an insider buyout (undoubtedly supported by Langois) than what makes you think that any of the current management in montreal (if you can call them that) have the nerve and brains to pull it off?? ......No my friend, all the enthusaism and love for a product in the world can not save the XSI-tanic when the whole industry is in the shape it's in....but of course, judge for yourself.
....I love posting when I know that the insiders are the only one's who will answer....LISTEN UP INSIDERS, if you haven't figured out the Soft is going by way of Basys, Parallax, Elastic Reality, Motion Factory, Diva (remember that one??) then you are still living in the la-la land of Microsoft options and unlimited budgets.....WAKE UP!! Avid is going to have to make some very tough decisions over the next couple of quarters (as if whacking 140 people isn't tough enough) and the folks in Montreal are very vulnerable....The Softimage acquisition is a long way from ever being "accretive" and the folks that made the acquisition are long gone (God Bless the extended severance package concept) so, in the words of WC Fields, "nobody ever got out of this life alive" and, my cherie amors in Montreal, this especially applies to you. But, as always, do your own research.....
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
dealerdog, you're too much.......the entire world recognizing the "circle of friends" approach to upper management hasn't stopped the last couple of regimes from walking out with multi year golden parachutes, so why should these guys be any different? you know, "all for us, and us for us....." or something like that
it's not a trial, it's a done deal.....patience will bring your public announcement.....the real point here is that any major merchant who is not building it themselves are using FAIM as their choice for "dynamic commerce".....which is what the FAIM marketing wonks are calling it.....which means that these guys are not dot.com flash-in-the-panners....there are lots of major merchants with excess inventory problems that CANT just list on eBay, and they don't want a straight listing service....they need full service, private label, branded, industrial strength service which apparently only FAIM can provide....so, at less than cash, this stock is a no-brainer....of course, do your own research.....
Good to see a few old timers back on this board who know what they're talking about.......I agree with you, and as a long time long player in this stock, you're call at $20 looks right. Good Luck