Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Michael Burry who wrote (1937)	9/17/1997 9:53:00 PM
From: Jeff Maresh	of 78745

Michael - Re: Kodak - I think the big challenge to them is digital cameras. The arguments I've heard is that a lot of the revenues are from film which will soon go the way of buggy whips. They haven't figured out how to market digital cameras effectively. But I heard in the past few days that since the first wave of digital cameras have been met with some success, that consumers can expect a "Moore's law type revolution" in resolution and price. Numbers being thrown around are double the pixels and half the price every year for the next few years. I think we are within 4-7 years of the end of film! And it's doubtful Kodak will be the camera leader since this has not been their market. That said, EK either figures things out fast or they may be history. The problem is that the business model changes from selling consumables (film) to selling capital goods (digital cameras) which don't consume anything. And historically, companies that big are often too slow and dumb to figure it out before hemorrhaging lots of money or worse. Their plummet may not have yet begun. I heard yesterday that they are relying on their film business to pull them through this. Regards Jeff

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next