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Re: Is FCP X part of your five year business plan?

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Patrick Murphy
Re: Is FCP X part of your five year business plan?
on Feb 16, 2014 at 2:47:23 pm

You're distorting what I said. Whether Avid or Adobe are NLE based companies is entirely beside the point. Also to be clear I never made that assertion.

What I did say was that the economic impact to Apple of dropping their flagship NLE would be minimal relative to what it would mean to Avid or Adobe. Frankly I'm surprised you seem to be quibbling about this point. After all Apple has already did this in June 2011 and yet it's stock price continued to rise for the remainder of the year. Are you really suggesting that Avid and Adobe could do the same without a significant negative impact on their value?

If you are comfortable with "commodification and dependencies" and other theoretical constructs about Apple's future behavior that's great. My perspective is based on past performance, not prediction. When you look at Apple in that light, partnering with them is the more risky proposition.



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