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peregr

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peregr

Re: jakedogman1 post# 329902

Tuesday, 03/26/2019 7:55:29 AM

Tuesday, March 26, 2019 7:55:29 AM

Post# of 346578
Very good chart. Lots of opportunities for consolidation in a fragmented industry.
Also appears that both Gallus and Brammer from start to sale were 3-4 year deals (with all the employees kept).Avid has a pretty good head start on that cycle.Probably why there is so much institutional interest.
Just don't understand what is taking Lias so long on the revenue generation with the available capacity. He really needs to step it up on guidance by the next call, or get some new development people.
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