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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.54-1.2%Nov 13 3:59 PM EST
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To: bananawind who wrote (24237)3/16/1999 1:09:00 AM
From: JMD  Read Replies (4) of 152472
 
Hi Jim,
re: "FWIW this one should be fun to watch for another reason. I've always been told that distribution is the choke point for all of Hollywood, ie. he who controls distribution, controls the industry. A change like this will likely bring into play more than a few very vested interests and gawd-only-knows how many of those tiny Hollywood ego's we have all heard about. Witness George Lucas as the first to dip his toe into the digital ring."

The analogy here, it seems to me, is that this Cinecomm/Mighty Q combo is going to assault the distribution choke point for flicks in precisely the same manner that MP3 nailed the music dudes. George Lucas is obviously big enough not to give a flying fig about traditional Hollywood, and is probably getting an enormous hoot out of scaring the crap out of 'em by flirting with the Star Wars trailer. Hell, Lucas could command Hollywood to deliver Star Wars by rickshaw if he wanted to, and they'd happily comply. This is just an enormously exciting CDMA application that nobody banked on, and that could wind up having some serious financial firepower in the bargain. I've got a bud in the "independent" film biz, and he's jacked out of his mind. The celluloid cost kills the little guys exhibiting "art" movies; he thinks he could now employ narrow casting (or even narrower) like the cable tv dudes do. Holy Q! Best regards, SM
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