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

To: Don Earl who wrote (11916)	1/19/2001 1:27:24 PM
From: TwoBear	Read Replies (1) \| Respond to of 78659

We have cable available in my area now with 2 meg download speeds at $28 a month. Are you going to watch a movie on your computer? I doubt that the masses will. As for Video On Demand, I doubt that this will be a huge success for the following reasons. First, it costs more than renting. Secondly, I don't like being held captive by the cable company by having to rent (monthly) THEIR box to download THEIR movies. And, the cable box is just another piece of equipment that has to be plugged in between all of the other equipment. Lastly, the success this year (and years to come) of DVD players have cemented renting media for another decade. The only change is that the format will graduate from VHS to DVD's. They just built a new blockbuster down the road from me and it is packed most of the time. Dislclaimer: I do not own stock in any video/dvd rental companies. Just my observations. This commentary and 50 cents will get you a cup of coffee so take it at its worth. Scott

To: Don Earl who wrote (11916)	1/20/2001 9:34:41 PM
From: valueminded	Read Replies (2) \| Respond to of 78659

Don: My opinion is get the cable modem, you will like it. But dont be fooled by the download speed best I get is 80kbytes/sec. Also, (and correct me if I am wrong) be aware that as the cable company loads up, the speeds go down. Limited bandwidth on the cable. Also, if you think about it, it is highly unlikely that VOD will be a threat in the next 5 years. Bandwidth isnt their yet, (although that depends on level of video compression viewer will tolerate) and the cable companies are cash strapped so investment in increasing bandwidth isnt likely soon. imho Finally, I dont confuse press releases with balance sheets. However, if the company releases information that is material I see no reason not to include it in the analysis. I do appreciate your commentary on Movi, however as it has caused me to take a more critical look at their inventory and method of accounting for the same. On the value front, one stock I like is HKF, hancock fabrics. Insider buying, stock buybacks, generates decent amount of cash and earnings and trades, near book. Although they have some debt, it looks like they are making serious inroads in paying it off. Any thoughts on this one ? I am long and will increase position on weakness. thanks