RE:RE:RE:RE:Balance sheet concerns (maybe)I understand what your saying. Save your powder for when you need it and can get to it easily and quickly.
Avigilon is also leasing space elsewehere, in Dallas and Richmond BC, and I haven't heard them talking about any plans to chage that, so there you go.
I was asking for your suggestion on what else Avigilon should be doing with their cash.
Here's one I'm sure they've been discussing, knowing who their director of IP is and some of the battles he's waged in the past.
Go after the competition to lock them out of certain product spaces and/or force them to dumb down their existing products even more by stopping them from being able to use features, like the analytics features they own patents for.
I'm not saying that they go in looking for licencing deals and fees. None of this Wilan style cr*ap. I'd be going after damages and injunctions to force them to pull their infringing products from the market. Period. Take their cash and get their product cleared from the shelves.
And if you're going to do that, you have to go after a big target to make sure everyone else takes notice and are already softened up when their turn comes around, so one of the top five market players. I might even start with Hikvision.
It would be messy, ugly, expensive, and risky, but the payoff could be huge.
It would also depress competitor's market valuations and actually allow for a follow up consolidation strategy at much better prices then what's possible today, if that's even necessary by then.
In the
KMPG article published earlier this week, Fernandes was talking about Avigilon reaching a 10% market share.
This could definitely be one way of getting there quickly, and probably way beyond that.