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Technology Stocks : Nimbus CD International

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To: Carmine Cammarosano who wrote (1555)5/21/1998 4:53:00 PM
From: William T. Katz  Read Replies (1) of 1673
 
See my posting Message 4545621 with attention to the CD-ROM/Audio price erosion and my summary at the bottom. DVD/Microsoft is helping but my take is (1) NMBS is spending on infrastructure for DVD [which pays off later but not now] and (2) price erosion on CDs accounts for decreased margins.

Are you thinking of other explanations?
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