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Mission Produce Inc T.AVO


Primary Symbol: AVO

Mission Produce, Inc. is engaged in the farming, packaging, marketing, and distribution of avocados to food retailers, distributors and produce wholesalers. It operates through three segments: Marketing and Distribution, International Farming, and Blueberries. Its Marketing and Distribution segment sources fruit from growers and then distributes the fruit through its global distribution network. Its International Farming segment owns and operates orchards from which all fruit produced is sold to its Marketing and Distribution segment. Its farming activities range from cultivating early-stage plantings to harvesting from mature trees. Its Blueberries segment is a farming operation that cultivates blueberry plants in Peru. It provides value-added services including ripening, bagging, custom packaging, logistical management, and quality assurance. The Company also provides its customers with merchandising and promotional support, insights on market trends and hands-on training.


NDAQ:AVO - Post by User

Comment by abolduc3106on Nov 03, 2015 10:27pm
230 Views
Post# 24256076

RE:More Views

RE:More ViewsMore IPVM nonsense.

They never accepted that Avigilon could grow as fast as they have and that they could keep pace with and continue to grow faster than the big boys over the long term, which they have and still are.

John Honovitch, the owner of the site, used to argue up and down that this wasn't possible, back when I was a subscriber for a short while a couple of years ago, and he apparently continues to believe that even though all of the evidence was against him back then and still is today.

I also remember that IPVM once had a bone to pick with Avigilon a few years back because their former VP Marketing, Keith Marrett, wouldn't give them the time of day when they showed up unannounced at the Avigilon booth during a trade show, which may also have something to do with it.

And let's not forget the fact that Avigilon is a well recognised industry name and that every time IPVM puts out some flashy headline with their name in it, it has the potential to draw in new subscribers who are asked to pay $200/ year each, which isn't negligible.

The problem the other market players have is that they have historically only played one half  of the field or the othe, either in hardware or in software, although that has changed somewhat, mainly because Avigilon came around with their new business model which didn't stick to the old rules.

The biggest problem with the old model, and it's still a problem for many of the players today, is that for a hardware manufacturer to bring a new product to market, they have to wait for the software vendor to add support for the new hardware product to the software. Since the harware manufacturer typically doesn't control the software manufacturer, even today, the hardware manufacturer invariably faces delays getting new products to market.

The main advantage Avigilon has and still has, even with the Canon Axis/Milestone and other deals made over the past year or so, is that they don't have to wait after anyone else and can bring new products to market a lot more quickly and efficiently once they decide to do that. 

And it's not because you're good at harware or sotware that you can wake up tomorrow morning and become good at both. either through internal development or acquisition, because both areas require different skills at diffrent levels and adapting to doing both isn't necessarily easy.

Think about it this way.

You're born into a family where only English is spoken and you realize later in life,once you get into the job market, that speaking French, or Spanish, or Mandarin, or some other language might give you an advantage. The problem most people have is that, by that point, their language learning abilities aren't what they would have been if they'd realized that earlier in life. Some of those kids might eventually get there, but their second or third language will never be as good as the kid's who grew up in a house where one parent spoke one language and the second another, and where each spoke to that kid in their own native language from the time he was born, because they are both jhis first languages.

Avigilon's that second kid. They have hardware and software built into the DNA because they've always done both and the others have a lot of catching up to do, no matter how far along they might think they are, and that's not necessarily an easy thing to do.
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