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Strategies & Market Trends : Value Investing
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To: Don Earl who wrote (11916)1/19/2001 1:27:24 PM
From: TwoBear  Read Replies (1) of 78659
 
We have cable available in my area now with 2 meg download speeds at $28 a month.

Are you going to watch a movie on your computer? I doubt that the masses will. As for Video On Demand, I doubt that this will be a huge success for the following reasons.

First, it costs more than renting. Secondly, I don't like being held captive by the cable company by having to rent (monthly) THEIR box to download THEIR movies. And, the cable box is just another piece of equipment that has to be plugged in between all of the other equipment. Lastly, the success this year (and years to come) of DVD players have cemented renting media for another decade. The only change is that the format will graduate from VHS to DVD's. They just built a new blockbuster down the road from me and it is packed most of the time.

Dislclaimer: I do not own stock in any video/dvd rental companies. Just my observations.

This commentary and 50 cents will get you a cup of coffee so take it at its worth.

Scott
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