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

To: Honda who wrote (181)	8/26/1998 2:49:00 PM
From: William T. Katz	Read Replies (2) \| Respond to of 379

I very much doubt DISK will be releasing Titanic on DVD. Such a monster hit would be a definite studio release since they will sell several gazillion copies, esp. since the VHS edition requires 2 tapes. DISK is going to be a stealth internet play because people will have to warm up to the ideas of distributors capitalizing on the internet opportunities. Up to this point, the whole focus has been on e-tailers without regard to the back-end fulfillment. In any case, DISK will do well given DVD is starting to really ramp up. Add the internet into the equation and there is a good upside potential. Unfortunately, few people will buy into this market given Russia's troubles and Japan probably about to dump yet more bad news about their banks. I'm holding on to my shares and expect the worst on the stock market in general. I'm about 50% cash and of my holdings, I'm about 33% short. Keeping the powder dry.