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Strategies & Market Trends : Tech Stock Options

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To: Kevin who wrote (6815)4/4/1997 9:22:00 AM
From: David Cope   of 58727
 
Kevin,

Late '98?? Which roll-out are we talking about ? As Im sure you know the first DVDs are already here. Are you talking about when DVD volumes begin to really accelerate ?

CUBE stated only a few weeks ago that they expect DVD to be 15% of '97 revenues, so this is definitely an interesting development.

Seeya : )
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