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Non-Tech : Secret Squirrels hit! -- Ignore unavailable to you. Want to Upgrade?

To: SOROS who wrote (2555)	11/16/1998 10:47:00 PM
From: Due Diligence	Respond to of 12872

Anyone watching ABN the last few days? Here's the earnings release that came out late today. DD quote.yahoo.com

To: SOROS who wrote (2555)	11/17/1998 1:15:00 AM
From: musicguy	Read Replies (3) \| Respond to of 12872

SOROS, Long term, CUST is doomed unless they are smart and can wield the power to get the licenses they need from the labels. That means money. Their idea is stupid, but they have money.... Maybe they can pull it off, but I doubt it. Short term, investors will think they have a great idea. They don't. They just have a lot of cash. That's what attracted me to them. At 4, it was a great deal - even if it traded thinly. Music will be delivered in a variety of ways very soon. It already is to an extent. Custom ordering a CD online is an idea that may happen, but the more artists and labels involved, the more complicated it becomes. I routinely burn my own CD's, both musical and archival, and have for years... but it is MY music that I am recording. For a consumer? Sure they can do the same if they are allowed access to the music. That means a license. Will the labels give CUST the rights? Doubtful. Is CUST a great shsort term prospect? Maybe last week, maybe not any more. Is it the future of music delivery? No. Ultimately it is investor perception that drives any stock, and investors may think that CUST can pull this off long term. They can't. They don t have the resources to fight (and it IS a fight) the labels. They rode the retail frenzy, and they may merge or be acqiuired, but be careful with this one. What has really changed since it was trading at 4? Not much. cheers MG