AMS 10.3% 4.3¢ atomos limited

Virtual conference summary, page-21

  1. 2 Posts.
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    Yes Doc Tango, I see your point.

    However, in the long term, I see this company being bought out or merged by a larger company. If you were the CEO of a larger camera manufacture, wouldn't you want to bundle AMS products together with your cameras. So that you have sole ownership, and thus a competitive advantage - by restricting your competitors access.

    A simple analogy, Sony pays for the sole ownership of certain games that can be used with their gaming devices. Forcing consumers to use Sony's products to play those games.

    Medium term excellent.
 
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