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To: stock bull who wrote (53992)5/1/1998 10:41:00 AM
From: Alan Rosen  Read Replies (2) | Respond to of 58324
 
All:

Is it the Kodak/Intel news today or the "KE Effect"?

Stockbull:

I thought the Ingram observation was a good call, although I did nothing about it. The one I am currently kicking myself about is IFMX (Informix) I really became interested in the 7s two months ago, now near 10, appears to be a nice turnaround in their business.

Is anyone else watching this one?

archcc



To: stock bull who wrote (53992)5/1/1998 12:31:00 PM
From: Gottfried  Read Replies (1) | Respond to of 58324
 
stock bull and all, "Wait Will Be Long For Recordable DVDs

Date: 5/1/98
Author: Michael Lyster

Digital video discs have a lot riding on them.

Prerecorded DVDs are used now for high-quality digital movies. But
if consumers could record on DVDs, they could replace
videocassettes, computer diskettes and even audio compact discs.

With a storage capacity at least seven times that of a CD, recordable
DVDs are the Holy Grail of the computer and consumer electronics
industries.

''What the world is dreaming of is a recordable disc that's easy to
use,'' said Ted Pine, president of Woodstock, Vt., market researcher
InfoTech Inc. ''Eventually, you're going to have this.''

Don't jettison your CDs, diskettes and videocassettes just yet,
though. Recordable DVDs hold as many wrinkles as they do
promises. Consumer electronics companies are racing to corner the
recordable DVD market. But analysts say it will be years before
compatibility and ease-of-use issues are resolved.

''I don't think the average consumer is going to have a recordable
DVD player in the living room before the middle of the next decade,''

said Tom O'Reilly, editor of DVD Report, an industry publication
based in White Plains, N.Y. [snip]

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