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Strategies & Market Trends : Value Investing

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To: Wright Sullivan who wrote (10274)	4/2/2000 12:11:00 PM
From: jeffbas	Read Replies (2) of 78535

Wright, look at your own statement, " Yes, video stores will disappear in about ten years." If you believe it, then video stores should be valued like oil wells -- conceptually you have to recover both your capital plus a return out of the current price over the next ten years. My point is not that they are going out of business tomorrow but that traditional investment analysis would value such a business at what seems to be a low price. You mention DSL but do not mention cable. SFA is selling digital settop boxes to cable companies like crazy, capable of delivering VOD as soon as the cable companies choose to move. Time Warner (Oceanic) already has VOD getting going in Hawaii, and trials in Tampa and Austin. Comcast and others are in trials as well.

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