#Flyer Reports . . .
17-Dec-94 02:23:40
Sb: #97100-#Flyer Reports . . .
Fm: J Saperstein/FontBank 75300,632
To: Michael Miloff 72213,105
"and drive the price down still further"
Like any other technology going up the curve, the prices are going downward,
no matter what the solution. Matrox, Fast and the rest of the other "solutions"
are still overpriced in my opinion, but the pricing has been headed south since
last year as the competition increases.
I can't see any future for NewTek unless they migrate to the PC, the Mac or
both. On the PC side, in particular, there are a slew of companies heading into
this market – and one or two of them are going to come up with blockbuster
products. At that point – given the current Commodore situation – it's bye-bye
NewTek.
I don't think they're going to stand still for that.
The real question in my mind is whether or not existing owners of Amigas and
Video Toasters will simply take it in the neck and be stuck with an essentially
orphaned system because NewTek has gone on to other, more profitable platforms
and doesn't want to put R&D money into a shrinking market segment. Apple, for
instance, is famous for abandoning owners of its high-end machines (which may
in part account for their continually shrinking market share).
What's the old saw? Time will tell.
Jerry