Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Don Earl who wrote (11909)	1/18/2001 5:34:14 PM
From: geoffrey Wren	Read Replies (1) \| Respond to of 78644

About Blockbuster, etc., we are near the tipping point where DVD's will be the item rented. My evidence, is that I bought a DVD player, and since I am always late to such things as cell phones, CD players (still have the vinyl), that is some indication that the relative benefit is there for changing over your equipment. DVD makes a lot more sense than video as a method of playing movies. A store can carry a lot more DVD's than VCR's in the space allotted. My guess is that the studio's like them better, in that cost of production is lower. It is now practical to rent through the mail. 10 DVD's for 35 bucks, postage included. Better selection than you will find in your local video store. You have to plan ahead a little, but then you don't have to travel to the store. So, overall, I'd stay away from video stores unless the company was debt free and the cash per share was growing at a very rapid pace, say 20% of share price per year. Could be wrong about their rapid obsolescence, but that's how I'm betting. And about Yahoo, it is caveat emptor like no other market in America. Still, I wade through it cautiously. I wish they had the capacity to look through 10 posts at once like SI has. Sure 5 would be SPAM, 2 obvious hucksters, and one hidden huckster, and one novice investor, but then there may be one post with something worthwhile to say. GTW