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Technology Stocks : Nimbus CD International -- Ignore unavailable to you. Want to Upgrade?

To: Carmine Cammarosano who wrote (1439)	3/15/1998 1:29:00 PM
From: Jim Fraser	Read Replies (2) \| Respond to of 1673

IMHO: It certainly can't hurt the 1st qtr #'s (which are generally poor). Nimbus has all of its fingers in the DVD pie. Open DVD, DIvx, DVD-ROM and the upcoming music DVDs (the replacement for CDs). Now all we is the masses to buy DVD of any kind. (Keep in mind at this time the only DVD you really can buy is open DVD) They are hedging their DVD bet by being involved in all things DVD. Since there is only 2 replicators of DIvx titles they should get some revenues from the initial launch of Divx. (There are quite a few titles) This web site lists the initial Divx titles: dvdinsider.com So even if Divx eventually fails (and I think it will in the long run, for lots of reasons) NMBS will have squeezed out any revenues it could.. and if I am wrong and Divx blasts off, Nimbus will have an established position. Meanwhile they will still be making open DVD and DVD-ROM's. My bet is that the stock will move when DVD-ROM becomes more significant. (The PC market is much larger then the home theater market) Look for that to happen after Win '98 (May/June? ...Thats if the Feds don't muck things up more then they already are. ) Jim