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Strategies & Market Trends : Value Investing

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To: jeffbas who wrote (10290)	4/4/2000 1:56:00 PM
From: Bob Rudd	Read Replies (1) of 78525

Jeffrey <<your final point on half-life of video store profitability is very perceptive>> Thanks, I find this a good way to conceptualize the central tendency of nearly any decline process without getting balled up in 'There's still gonna be .... cause granma loves 'em' kinda statements. Half-life also opens the door for projections using statistical methods - know a good actuary ;) <<curious why you don't even mention VOD over cable?>> Because I'm not that well informed of cutting edge developments [The comments I posted were off the cuff not heavily researched] In the midwest, we get multiple pay-per-view choices - 20+. With a VCR or the new TIVO recorders considering the concentrated 'hit-oriented' nature of movies [top 20 releases at any one time garner 90+% of demand/revenue] you have close equivalent to VOD without the fancy infrastructure.

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