Valley Media (VMIX) IPO Message Board

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Non-Tech : Valley Media (VMIX) IPO

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To: Glenn Petersen who wrote (129)	5/14/1999 2:36:00 AM
From: dmkst1	of 298

VMIX mainline distribution business should grow at the rate of music/video/DVD according to the portion of each that it sell plus whatever it came gain from other outfits. The internet business should grow at the rate of internet business growth - at current pace the internet segment growth rate with more closely mimic the top line growth rate as internet sales become a larger segment of sales. Currently about 1/6 of sales. My guess is that if the internet segment growth slows from 1000% to 500% yoy then to 200% yoy at that point the internet portion will become the lions share and will approximate overall top line growth. In the current virgin release it mentions some distribution of books- expanding offerings could also expand revenues-adding to above revenue growth rate. This is how rev growth can begin to look more like an internet retailer. I don't know how much in sales you could expect from internet service and information - this is probably more useful to close the deal in more cases for retailers. What would be nice is if the company had somethin else up their sleeve which would leverage their proximity to the internet in terms of sales. BTW- are we sure about the may 20th earnings reporting date. good luck Jimb

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