Avid Technology, Inc. (AVID)

weberse (23.23) Submitted: 6/10/2009 3:17:09 PM : Start Price: $14.25 AVID Score: -36.20

Avid Technology will play a major role in the upcoming years in the digital TV industry. More and more companies want to expand their HDTV reach and come up with new channels or improve the content on the current ones. I believe this company has room to grow and will outperform in the next 12 to 18 months.

MechJockFool (78.14) Submitted: 10/24/2008 9:37:37 AM : Start Price: $11.96 AVID Score: -33.50

New leadership.

Onthelees (42.89) Submitted: 7/19/2008 2:07:10 PM : Start Price: $19.00 AVID Score: -27.94

Beaten down. Intense competion, but still has huge installed base of committed users - I know , I am one of them.

gilboy7 (< 20) Submitted: 5/11/2008 2:22:36 PM : Start Price: $21.49 AVID Score: -27.24

new management, good market position within sector= value at this price

SapphireSeas (80.48) Submitted: 5/22/2007 1:10:29 PM : Start Price: $33.43 AVID Score: +40.67

No hint of vision or revolutionary product design to compete in the marketplace, or fulfill current valuation.

XMFRobert (57.14) Submitted: 4/17/2007 7:48:04 PM : Start Price: $36.85 AVID Score: +47.19

Quality control issues will hurt their hardware business, while apple will provide for their software buyers in their stead. the stock is overvalued at this time.

TheStillMan (< 20) Submitted: 2/14/2007 9:31:45 AM : Start Price: $32.20 AVID Score: +44.01

Overvalued by at least 50%. The company has shown no signs whatever that it can grow into its multiple.

rncox (< 20) Submitted: 1/4/2007 4:03:46 PM : Start Price: $37.57 AVID Score: +55.92

Text book example of how to run a great company/idea into the ground. Innovate or die is seldom illustrated so effectively. They chose to rest on their laurels and die. Too many examples to mention. Their acquisitions over the past few years were an attempt to make themselves seem more attractive to suitors, but everybody saw through it. They are also getting out moneyed and outplayed by Apple. Both offer the same editing solutions/capabilities; Apple sells theirs for 1k and Avid sells theirs for 25k. Apple's market cap is 75B. Avid's is 1.5B....patent expirations will come sooner than later...do the math and show me where the outlook couldn't be any worse. As soon as the street's analysts figure out that their competition is Apple and not Sony or Autodesk, then one will make a tidy sum shorting them down to the low single digits.

carefulinvestor (24.40) Submitted: 11/6/2006 11:33:18 PM : Start Price: $36.35 AVID Score: -51.87

Nice support at $36 for entry. AVID got slapped for revenue slowdown before new software release. It is a sign that studios are awaiting the new release and demand will be there.

eldetorre (64.12) Submitted: 10/17/2006 12:09:05 AM : Start Price: $39.35 AVID Score: +55.45

Avid has been shafting its users for a long time. Its professional tools are becoming commodity items. Content creation is entering an age where it will be everywhere, and easily implemented. Avid is not Microsoft owning a proprietary file format to lock in customers. Think paper not word docs!

ValueStockMonger (81.87) Submitted: 10/4/2006 12:46:26 AM : Start Price: $36.23 AVID Score: -55.06

Growth is not being priced in because of short-term setbacks. High takeover probablity as well.

XMFHamp (99.77) Submitted: 9/16/2006 6:50:48 PM : Start Price: $42.10 AVID Score: -60.32

insider buying

drswing (25.00) Submitted: 8/25/2006 1:10:25 PM : Start Price: $38.63 AVID Score: -59.72

Undervalued

DeiterF15 (38.87) Submitted: 8/24/2006 12:07:23 AM : Start Price: $38.56 AVID Score: +59.32

AVID recently got some attention from a big hedge fund and completed a ~5% stock buyback that has lifted the stock from its summer decline, but I think there is more hype than hope over the next year. Low profitability offsets AVID's technological successes - this company may be a nice acquisition target in a couple of years, but I don't see it improving its business practices enough to deliver near term performance.