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Gold/Mining/Energy : Certicom Corporation (TSE:CIC, NASD:CERT) -- Ignore unavailable to you. Want to Upgrade?


To: Tom Drolet who wrote (2445)12/5/1999 12:13:00 PM
From: Ron Nairn  Read Replies (4) | Respond to of 4913
 
I've been a relatively long term holder of Cinram which is a leading global manufacturer of CD's. It has a long history of cassets...C/D's...and I purchased on the belief that it had a huge distribution channel in place to move into the DVD explosion. Lately the stock price has been off and about 45 days ago I sold. Since it's off another 20%. I didn't really figure why but...

Yesterday, I read that the hotly awaited launch of the recordable DVD and players had been delayed. Apparently MP3 technology opens up a whole new means of distribution. I hadn't thought about it but...here's the catch.

No more need for stores selling original DVD's. The new technology had encryption to ensure buyers paid before downloading. Apparently someone broke the encryption and the launch has been delayed for 6 months. Good for Cinram short term but perhaps with CIC ECC, downloadable paid for music and videos will be next. Any thoughts?

Rondo



To: Tom Drolet who wrote (2445)12/5/1999 12:35:00 PM
From: tom ablett  Read Replies (1) | Respond to of 4913
 
Someone should tell this guy about Certicom
Richard Shaffer from Fortune mag.
pathfinder.com
<<All this has implications for the architects
of data communications networks, who
now must design systems for a world in
which network clients are connected
intermittently and from varying locations.
Security will have to improve to give
intelligent portable devices a significant
role in financial transactions--for example,
downloading digital cash into a bank card
over a cell phone. And the spread of
mobile data communications will alter the
way we interact with digital devices.
Years ago, desktop computers were
regarded as peripherals to a network of
mainframes. These days, mainframes are
seen as peripherals to our PCs. In the not
too distant future most of us will regard
every other computer on the Internet,
including our own desktop computer, as a
peripheral to our personal digital
assistant. >>