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Non-Tech : Outerwall (OUTR), formerly Coinstar (CSTR) -- Ignore unavailable to you. Want to Upgrade?

To: Gerald Thomas who wrote (96)	1/17/1998 8:51:00 PM
From: Dave Jones	Respond to of 351

It has been said that earnings per share are a fiction created by an accountant, whereas cash flow tells the true story of a companies profits. I suspect that CSTR's machines are agressively depreciated in earnings, but the positive cash flow (which excludes depriciation) that is likely to show itself for CSTR very soon tells the true situation: CSTR has the potential makings of a deluxe cash cow.

To: Gerald Thomas who wrote (96)	1/18/1998 5:49:00 PM
From: Dave Jones	Read Replies (1) \| Respond to of 351

I read in today's LA Times business section that 25% of the US labor force does not use a bank. This helps my confidence a little that CSTR machines will be profitable for a long time - even if debit cards and atm cards become more popular. Nobody can predict the future, but CSTR sure has great potential.

To: Gerald Thomas who wrote (96)	1/27/1998 9:50:00 AM
From: joe_investor	Respond to of 351

I met a Coinstar representative at a technical conference today (Lotusphere 98) and had a good conversations with him. I didn't get any information that I didn't really already know. He basically confirmed the basic business model that we've been discussing on thread. I did ask a couple of questions about the machines. He indicated that Coinstar designed the machines and owns the rights to the design. They contract out the manufacturing. I didn't really know this before. In my mind gives them an added competitive advantage over others trying to make inroads into the market. In general, more good news. I'll try to summarize any other thoughts about my conversation soon. se