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Non-Tech : Image Entertainment (DISK) -- Ignore unavailable to you. Want to Upgrade?

To: Jim Fraser who wrote (125)	4/27/1998 3:58:00 PM
From: William T. Katz	Read Replies (1) \| Respond to of 379

I'd also assume that such huge volume and upside was generated by buy-out rumors, but a look at some other "internet-related" stocks shows the same phenomenon. (7th level, MARG, etc) I still think DISK is more like KTel than the others because of its distributor background, although KTel can sell internationally and most of DISK's distribution agreements are domestic. In any case, the downside from here is well worth the potential upside, particularly if any of these paper-rich companies need a distribution center and DVD/LD niche [Amazon.com, CDNow, Music Boulevard, etc].

To: Jim Fraser who wrote (125)	5/6/1998 2:48:00 PM
From: William T. Katz	Read Replies (1) \| Respond to of 379

Check out the Spring 1998 Sale at image-entertainment.com. I showed it to a friend that has a laserdisc and he went wild, ordering 11 of the LDs. Lots of laserdisc owners may benefit from the DVD switch because older titles are coming way down in price. If Image Entertainment can sell directly to the installed laserdisc population, this upcoming quarter will have a nice bump in revenue as well as a decrease in inventory. They seemed to have put on hold their internet commerce development. Makes me wonder if they aren't signing one or more of the big e-commerce retailers up to be their front-end. I can think of Borders.com and Amazon.com, the former is unveiling their site this week while the latter bought Internet Movie Database as preparation for their entering the video market. In any case, the internet should help DISK get laserdiscs out to their customers as the retail stores reduce their inventory. As a side note, I think DISK's work on DTS is very signficant. My friend thought that Spielberg was reluctant to release to DVD without DTS. If DISK locks up DTS distribution, don't they automatically get all DVDs/LDs with DTS? DTS is just starting to gain momentum in terms of the hardware.