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

To: Jim Fraser who wrote (234)	11/4/1998 11:45:00 AM
From: William T. Katz	Respond to of 379

Looking very good today although the overall market is very bullish. We have good volume even before noon and are substantially up on it. If we can maintain or increase this price, we might see some small-cap momentum people join in, like when we had the rush to the $9-10 range. Now I'm really wondering about the secondary offering since this price is getting close to 2x the offering price.

To: Jim Fraser who wrote (234)	11/5/1998 1:33:00 AM
From: William T. Katz	Read Replies (2) \| Respond to of 379

RUMOR: Barnes & Noble to buy Ingram (book distributor)? Herb Greenberg of thestreet.com is reporting the following: "Here's one: What would you say if I told you that Barnes & Noble (BKS:NYSE) is actively involved in negotiations to buy privately held Ingram Books, the country's largest book distributor, which also happens to supply Amazon.com (AMZN:Nasdaq) with the majority of its books? One normally reliable source who is familiar with the situation but not an insider says such a deal, priced at between $500 million to $700 million, is imminent. If it does occur, Amazon would wind up buying many of its books from, of all places, archrival Barnes & Noble. " The back-end distributors are getting bought by the front-end retailers, whether on web or in retail stores. DISK is a really tasty looking distributor of DVD/LD/DTS CD, esp. with a new automated warehouse to expedite mail order. Add this movement to the DVD explosion and this stock looks even better now.