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Strategies & Market Trends : Value Investing
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To: Bob Rudd who wrote (10289)4/4/2000 12:42:00 AM
From: jeffbas  Read Replies (1) of 78526
 
Bob, your final point on half-life of video store profitability is very perceptive! I am curious why you don't even mention VOD over cable? It is in trials in a number of markets now and up and running in Hawaii (on a gradual basis). It also would be the primary source of additional revenue for cable companies from these millions of digital settop boxes SFA and GIC are putting out (able to handle it).
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