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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: jeffbas who wrote (10269)	4/1/2000 1:49:00 PM
From: MCsweet	Read Replies (1) \| Respond to of 78561

Re: Video stores Thanks for the response. That is exactly the kind of negative investor sentiment I am trying to capitalize upon, but obviously I could be wrong. Note that Hollywood Entertainment owns Reel.com, which is planning on testing its own VOD plan on 2Q of this year. Hence, Hollywood is fairly well hedged against technology innovations in the video market. Blockbuster has its own website and partnership with America Online and is probably working on similar technologies. At 4 time cash earnings, MOVI need only see the current market situation maintained for a few years for it to earn back its market cap. Given its rural locations, I also think MOVI is less exposed to technological innovation in the near future. I could be wrong, and perhaps you know of technological innovations that I am not aware of. MC