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


To: Carmine Cammarosano who wrote (1614)6/11/1998 12:52:00 PM
From: PGI  Respond to of 1673
 
>>The key here is to look at sales...year over year they are almost flat...<<

Yup. Even as DVD/Dyvx ramp up. The problem as I see it is that the further you look out the more disc pressing acts as a commodity. Margins erode in relation to unit sales expansion.

Well, enough NMBS bashing for me. I've moved on, though I'll keep an eye on NMBS just because I'm a huge fan of the potential for the technology.

- pgi