05-Jul-2016, 19:47
(05-Jul-2016, 13:13)Borgen Wrote: it is as if the arms and the legs of Devialet moves in differnet directions.
If they had managed to push streaming and software solutions as drivers of the new expert offering then that would have made sense to me.
I think the plan was to hit market with a streaming solution but that it has been delayed (at least twice), hence the 2017 deadline that we have seen floating around. My guess is that we what we are seeing is the result of a young company with some serious growth issues, aggravated by their recent success with Apple, which has probably moved (at lot) of the resources in the wrong direction (for us).
But then we may also watch some positive side-effects as some of that technology and money trickles down into the Expert line. It's not uncommon to see companies that address very different market segments with very different products, albeit they often split when they reach Fortune 100 and they struggle when they're young.
