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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: James Clarke who wrote (6217)3/6/1999 2:17:00 AM
From: Bob Rudd  Respond to of 78478
 
Jim: I looked at CC to short in Dec because the DIVX version of DVD looked like Betamax redux. Held off because for some silly reason the rest of the business is going real good. A big chunk of the positive results could be from CC being stingy about passing on lower prices from Asia on consumer electronics. If price drops dry up this may be worth a look on the short side.