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Technology Stocks : Nimbus CD International

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To: Don Dorsey who wrote (1466)4/6/1998 9:03:00 AM
From: Tom M  Read Replies (1) of 1673
 
Hmm, wonder if this had anything to do with recent NMBS weakness:

"Adpatec DVD Recording Software Now Available. Toast DVD Gives Developers Ability To Create DVD Disks At Their Desks"

biz.yahoo.com

Certainly NMBS is looking at the near-term high volume market not serviced by the above software, but I think we're all counting on NMBS to have a high margin edge on DVD for at least a while. Seems to me the ability to record DVD came up far more rapidly than looking back on CD recordability. I remember when I first looked into CD ROM burning it would have cost one $100,000 for a setup.

comments/discussion?

Tom
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