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Technology Stocks : Nimbus CD International

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To: William T. Katz who wrote (1535)	5/18/1998 2:04:00 PM
From: Jim Fraser	Read Replies (1) of 1673

Yeah, "to some degree" the CD-ROM business will be displaced over time by DVD but I don't think it will be as dramatic as the LD switch over to DVD was on DISK. There are a lot more CDs out there then LDs and this inertia should have a stabilizing effect. Hopefully NIMBUS will "usurp" a significant portion of DVD replication by that time. Welcome Back to NMBS. My last buy was also at 10 but that was in back in December. Maybe you can bring the same sort of price action to NMBS that you had after you bought DISK. :-)

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