Go to Jeff Salisbury LWGate Home Page.From: "Katherine Malm" <kmalm@earthlink.net>
Subject: Re: DVD's (was [CANSLIM] WCOM restatement)
Date: Wed, 26 Jun 2002 17:22:18 -0500
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Kelly,
One of the problems with DVD related stocks is that, with rare =
exception, the companies are not exclusively serving that particular =
market. That means their sales and earnings will be diluted by other =
more mature product lines. When I view a group of stocks that may move =
based on some broad-based theme, I do so only to build background. =
Ultimately, when the leaders start to move, you will see them =
demonstrate their leadership via fundamental and technical indicators, =
showing that institutions are being drawn to the stocks. Until then, =
however, an exercise such as this is useful for building a mental =
database and a context for potential stock movement, but nothing more. A =
value investor would dig deep and find hidden value, purchase and then =
wait (hopefully) for others to be attracted to the stock. CANSLIMers, =
however, do no such thing. When the stock is ready to move, it will move =
and flash "hey-look at me" signs in bright neon colors.
Katherine
----- Original Message -----=20
From: Kelly Short=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, June 26, 2002 3:30 PM
Subject: RE: DVD's (was [CANSLIM] WCOM restatement)
Katherine,
Well- the answer may be that no one is making money in DVD's (at least =
not yet). I did a cursory run down of DVD distributors, equipment =
manufacturers, piracy solutions makers, etc. with sales growth of 20% or =
more and assets of $50M or more. The list is short and when you look at =
the IBD overall score- well, let's just say that WON isn't a fan. Most =
of the stars (if we can call them that) are traded outside the states. =
Oh well- I still think there's something to be had there (especially =
with Circuit City moving exclusively to DVD offerings over VHS) but I =
can't figure out what. For spreadsheet: =
http://www.kellyrshort.com/canslim/dvd_companies.xls
Kelly
-----Original Message-----
From: Katherine Malm [mailto:kmalm@earthlink.net]
Sent: Wednesday, June 26, 2002 12:09 PM
To: canslim@lists.xmission.com
Subject: Re: DVD's (was [CANSLIM] WCOM restatement)
Kelly,
I'm not intimately familiar with all the names under this =
macrotheme, but in general, I'd say that the shift to DVD-based =
entertainment has been substantial and any time there is a secular shift =
in technology, there are real profits to be had. In this case, I think =
the profits are spread around very well between all industry sectors. =
(but as with all technologies, those with the proprietary elements get =
the lion's share of the profits) DVD prices are still quite high, =
though I noticed at Christmas, for the first time, that the prices of =
DVD players had dropped substantially, indicating that demand is =
reaching critical mass. That means that the lower prices make DVD =
players more affordable (scarcity becomes abundance), people replace =
and/or supplement their VCR's with DVD's, and then demand for DVD media =
becomes larger. That snowballs throughout the supply chain. Still up for =
grabs are implementations of DVD recording standards established =
somewhat recently....that could start a whole new chain of events.
I'd been disinclined to compare DVD's to PCs....the former early in =
its adoption life cycle, the latter late in its business life cycle =
(maturity phase, though arguably not yet in the decline phase).
Katherine
----- Original Message -----=20
From: Kelly Short=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, June 26, 2002 11:42 AM
Subject: RE: DVD's (was [CANSLIM] WCOM restatement)
Katherine-
A wealth of information as usual- thank you. But WHO makes money =
in this business? Is it Blockbuster? Philips/Sony? Movie Studios? =
Fed-Ex? Or does anyone make money in DVD's (has it gone the way of the =
pc)?
I appreciate your opinions- Kelly
-----Original Message-----
From: Katherine Malm [mailto:kmalm@earthlink.net]
Sent: Wednesday, June 26, 2002 11:27 AM
To: canslim@lists.xmission.com
Subject: Re: DVD's (was [CANSLIM] WCOM restatement)
For starters:
-DVD distributors such as DISK, HDL etc
-Retailers such as AMZN, BBY etc
-Hardware---runs the gamut from gaming hardware (Nintendo, XBox, =
etc), to video chips to handle the increased graphics requirements, to =
- -DVD players (Samsung, Matsushita), to chips (INTC and some specialty =
chip makers), to DVD drive makers, etc.
-Software, such as NAVR and ROXI etc.
-Hardware components distributors such as TECD, IM, Games Makers =
who will beef up games offereings given the extra content capabilities =
of DVD based games, etc.
-etc
-etc
Katherine
----- Original Message -----=20
From: Kelly Short=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, June 26, 2002 10:50 AM
Subject: RE: [CANSLIM] WCOM restatement
Katherine-
I think you recapped the past three weeks worth of =
conversations- we're all bored! So let me pose this question to the =
group: DVD's. Who makes money off DVD's?=20
-----Original Message-----
From: Katherine Malm [mailto:kmalm@earthlink.net]
Sent: Wednesday, June 26, 2002 10:40 AM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] WCOM restatement
Hi Kelly,
The '87 crash was considerably different....far more an =
event than a process as is the current Bear which is undoing the =
excesses of the late '90's. At that time, cocktail conversations rarely =
included talk of stocks, but on Black Monday...people who didn't even =
know what the stock market was all about were gathered around the TV at =
lunch time. In retrospect, the Fed's quick intervention and the =
adjustments to program trading guidelines made this a blip on the bull =
market screen, so the "throwing in the towel" talk was far more =
short-lived than now. Most folks investing these days know little of =
what creates value and perceived value in the stock market. Even fewer =
are students of market history. But I'd bet the same conversations could =
be heard in the 30's and the 60's. Sometimes the best way to *really* =
learn it is to live it.
Besides, we're bored to tears..... :)) But I *am* enjoying =
the time off to pursue summer reading...throw away novels of little =
consequence, mindless fluff ....ah, what a pleasure!
Katherine
----- Original Message -----=20
From: Kelly Short=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, June 26, 2002 10:25 AM
Subject: RE: [CANSLIM] WCOM restatement
If I were new to this earth and had just learned what the =
US stock market was by reading the comments shared this morning =
post-Worldcom I'd think the stock market was going bye-bye. I'll admit- =
I'm still wet behind the ears when it comes to investing experience but =
I can't for a minute believe that the same types of comments weren't =
passed around (albeit pre-Internet, shiver) regarding the 1987 crash. =
Can anyone remember back that far? I am correct and memory short? Or =
this truly "new"? Sorry folks- I was in the sixth grade in 1987.
Kelly
P.S. - thanks for the "Wall Street" quotes- it's the most =
used DVD I own!
-----Original Message-----
From: Cefaloni, John L Jr. [AMSTA-AR-WEA]
[mailto:john.cefaloni@us.army.mil]
Sent: Wednesday, June 26, 2002 10:18 AM
To: 'canslim@lists.xmission.com'
Subject: RE: [CANSLIM] WCOM restatement
At the risk of being corny, I thought I'd dig up some =
quotes from the movie
"Wall Street" (because Hollywood tells us everything we =
need to know about
life ;-)
"The main thing about money, Bud, is that it makes you do =
things you don't
want to do."
"Stop going for the easy buck and start producing =
something with your life.
Create, instead of living off the buying and selling of =
others."=20
"Stick to the fundamentals. That's how IBM and Hilton =
were built."
"There are no shotcuts. Quick-buck artists come and go =
with every bull
market, but the steady players make it through the bear =
markets."
"You're on a roll, kid. Enjoy it while it lasts, becuase =
it never does."
and, of course...
"Man looks in the abyss, there's nothing staring back at =
him. At that
moment, man finds his character. And that is what keeps =
him out of the
abyss."
Of course, the movie is packed with many more "bullish" =
quotes, but those
will have to wait for another day.
-----Original Message-----
From: Winston Little [mailto:wlittle1@peoplepc.com]
Sent: Wednesday, June 26, 2002 10:33 AM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] WCOM restatement
People in the rust belt are back in style.
I believe the expression is "The meek shall inherit the =
earth".
There is merit to the people who work and sweat for a =
living, instead of the
glorified crooks of the past three years.
Remember all those clowns forming companies (with NO =
EARNINGS) that had
market capitalization greater than that of General Motors?
Today:
Lear LEI is up.They make car seats and interior parts.
Delphi DPH guided up yesterday. They make electronic parts =
for cars (mostly
GM).
Visteon VC guided up this morning.They make car parts =
(mostly for Ford).
P&G ( as Duke pointed out) is up. Soap, toothpaste and =
paper towels.
Donnelly DON (mirrors for cars) is to be bought out by =
Magna (they make car
parts) at 38% premium.
----- Original Message -----
From: "Duke Miller" <dukemill@tampabay.rr.com>
To: <canslim@lists.xmission.com>
Sent: Wednesday, June 26, 2002 10:07 AM
Subject: RE: [CANSLIM] WCOM restatement
> Absolutely.
>
> P&G is up over $1 at the open this a.m. Up 16% this =
year. 43% last two
> years. Soap, toothpaste, quality people. All things =
you can count
> (on).
>
> Duke
>
> (I do have a position in P&G)
>
> -----Original Message-----
> From: owner-canslim@lists.xmission.com
> [mailto:owner-canslim@lists.xmission.com] On Behalf Of =
Winston Little
> Sent: Wednesday, June 26, 2002 9:48 AM
> To: canslim@lists.xmission.com
> Subject: Re: [CANSLIM] WCOM restatement
>
>
> There may be some merit to companies that make goods =
that I can see,
> touch and count such as houses, cars, chemicals.
>
> There may also be some merit to companies that pay =
dividends, as the
> crooks are less likely to borrow or steal funds to pay =
dividends.
>
>
> ----- Original Message -----
> From: "Dave Cameron" <dfcameron@yahoo.com>
> To: <canslim@lists.xmission.com>
> Sent: Wednesday, June 26, 2002 9:33 AM
> Subject: RE: [CANSLIM] WCOM restatement
>
>
> > Rocky (and all),
> >
> > Yeah... this is amazing. As a professional =
statistician, the recent
> > events show why I don't use classical statistical =
techniques in
> > investing. I sold all my individual holdings in =
November - haven't
> > bought back in. Still hold the mutual funds for long =
term, but
> > continue to watch them dwindle.
> >
> > My line to people at work is that I'll be working =
until I'm 80....
> >
> > Dave
> >
> > --- Rocky Sanghvi <rs@mylodestar.com> wrote:
> > > I wish I could say that today coming blowoff will be =
the last one.
> > > There are other skeletons in the closet. More =
importantly the
> > > impact of the
> > > dropping dollar will be enormous in our highly =
leveraged financial
> > > system.
> > >
> > > From ECON 101
> > > Until now we were managing to balance our foreign =
deficits by inflow
>
> > > of cash from other countries into our markets. The =
falling dollar
> > > is an indication
> > > that money is moving OUT of the country. Watch out =
for the ripple
> > > effects.
> > >
> > > Unless ofcourse we attack Iraq immediately and =
thereby create "a
> > > demand" for
> > > the the safety of the American dollar. ;) I guess =
I am cynical.
> > > Today
> > > the market lost me as an investor for a very long =
time. I quit.
> > >
> > > -----Original Message-----
> > > From: owner-canslim@lists.xmission.com
> > > [mailto:owner-canslim@lists.xmission.com]On Behalf =
Of Winston Little
> > > Sent: Wednesday, June 26, 2002 8:34 AM
> > > To: canslim@lists.xmission.com
> > > Subject: Re: [CANSLIM] WCOM restatement
> > >
> > >
> > >
> > > The mantra of the clowns:
> > > "I want it ALL"
> > > "Give it to me NOW"
> > > "It is MINE, I deserve it"
> > >
> > > ----- Original Message -----
> > > From: "Kent Norman" <kent_norman@yahoo.com>
> > > To: <canslim@lists.xmission.com>
> > > Sent: Wednesday, June 26, 2002 8:12 AM
> > > Subject: RE: [CANSLIM] WCOM restatement
> > >
> > >
> > > > The answer is:
> > > >
> > > > The same childish, short-sighted, immediate =
satisfaction that
> > > blinds
> > > > them to the possibility that there is a =
tomorrow... They run the
> > > > business like they live their life. All today and =
no tomorrow.
> > > >
> > > > Kent Norman
> > > >
> > > > --- "Cefaloni, John L Jr. [AMSTA-AR-WEA]"
> > > <john.cefaloni@us.army.mil>
> > > > wrote:
> > > > > Well said, Tom. What is it that makes people do =
things for
> > > temporary
> > > > > gain
> > > > > when they know they'll probably get slammed for =
it in the
> > > future?
> > > > >
> > > > > I guess it's just greed, stupidity and =
arrogance.
> > > > >
> > > > > -----Original Message-----
> > > > > From: Tom Worley [mailto:stkguru@bellsouth.net]
> > > > > Sent: Wednesday, June 26, 2002 12:53 AM
> > > > > To: CANSLIM
> > > > > Subject: [CANSLIM] WCOM restatement
> > > > >
> > > > >
> > > > > once again, Andersen strikes again, this time by =
signing off on
> > > > > Worldcom hiding over $3 billion in expenses as =
capital
> > > > > expenditures, and
> > > thus
> > > > > inflating cash flow. Restatement expected to =
take away last
> > > five
> > > > > quarters of
> > > > > profits and turn them into losses.
> > > > >
> > > > > Who gave this sanction to a deviation from GAAP =
(Generally
> > > Accepted
> > > > > Accounting Principles)?? Andersen, of course. =
It's clear that
> > > Enron
> > > > > was only
> > > > > the tip of the iceberg, as if Waste Management, =
Sunbeam, and a
> > > host
> > > > > of other
> > > > > companies were not sufficient warning of major =
problems in
> > > corporate
> > > > > policy
> > > > > and infrastructure. Sad to see a great name like =
Andersen
> > > prostituted
> > > > > to
> > > > > selling its certification services for any =
price, but also
> > > clear that
> > > > > it
> > > > > must disappear from corporate America. And until =
every major
> > > company
> > > > > audited
> > > > > by Andersen undergoes a special review by the =
SEC on accounting
> > > > > practices, I doubt anyone will believe that we =
have finally seen
>
> > > > > it all.
> > > > >
> > > > > Tom Worley
> > > > > stkguru@bellsouth.net
> > > > > AIM: TexWorley
> > > > >
> > > > >
> > > > >
> > > > > -
> > > > > -To subscribe/unsubscribe, email =
"majordomo@xmission.com" -In
> > > > > the email body, write "subscribe canslim" or =
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> > > > > canslim". Do not use quotes in your email.
> > > > >
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> > > > > the email body, write "subscribe canslim" or =
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> > > > > canslim". Do not use quotes in your email.
> > > >
> > > >
> > > > =3D=3D=3D=3D=3D
> > > > Opportunities always look bigger going than =
coming.
> > > >
> > > > __________________________________________________
> > > > Do You Yahoo!?
> > > > Yahoo! - Official partner of 2002 FIFA World Cup
> > > > http://fifaworldcup.yahoo.com
> > > >
> > > > -
> > > > -To subscribe/unsubscribe, email =
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> > > >
> > >
> > >
> > > -
> > > -To subscribe/unsubscribe, email =
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> > >
> > >
> > >
> > > -
> > > -To subscribe/unsubscribe, email =
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> > > not use quotes in your email.
> >
> >
> > =3D=3D=3D=3D=3D
> > Dave Cameron
> > dfcameron@yahoo.com
> >
> > __________________________________________________
> > Do You Yahoo!?
> > Yahoo! - Official partner of 2002 FIFA World Cup
> > http://fifaworldcup.yahoo.com
> >
> > -
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>
>
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<DIV>Kelly,</DIV>
<DIV> </DIV>
<DIV>One of the problems with DVD related stocks is that, with rare=20
exception, the companies are not exclusively serving that =
particular=20
market. That means their sales and earnings will be diluted by other =
more mature=20
product lines. When I view a group of stocks that may move based on some =
broad-based theme, I do so only to build background. Ultimately, when =
the=20
leaders start to move, you will see them demonstrate their leadership =
via=20
fundamental and technical indicators, showing that institutions are =
being drawn=20
to the stocks. Until then, however, an exercise such as this is useful =
for=20
building a mental database and a context for potential stock movement, =
but=20
nothing more. A value investor would dig deep and find hidden value, =
purchase=20
and then wait (hopefully) for others to be attracted to the stock. =
CANSLIMers,=20
however, do no such thing. When the stock is ready to move, it will move =
and=20
flash "hey-look at me" signs in bright neon colors.</DIV>
<DIV> </DIV>
<DIV>Katherine</DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3Dkelly.short@neoris.com =
href=3D"mailto:kelly.short@neoris.com">Kelly=20
Short</A> </DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, June 26, 2002 =
3:30=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: DVD's (was =
[CANSLIM] WCOM=20
restatement)</DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D068082120-26062002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2>Katherine,</FONT></SPAN></DIV>
<DIV><SPAN class=3D068082120-26062002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2></FONT></SPAN> </DIV>
<DIV><SPAN class=3D068082120-26062002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2>Well- the answer may be that no one is making money in DVD's =
(at least=20
not yet). I did a cursory run down of DVD distributors, equipment=20
manufacturers, piracy solutions makers, etc. with sales growth of 20% =
or more=20
and assets of $50M or more. The list is short and when you look at the =
IBD=20
overall score- well, let's just say that WON isn't a fan. Most of the =
stars=20
(if we can call them that) are traded outside the states. Oh well- I =
still=20
think there's something to be had there (especially with Circuit City =
moving=20
exclusively to DVD offerings over VHS) but I can't figure out what. =
For=20
spreadsheet: <A=20
=
href=3D"http://www.kellyrshort.com/canslim/dvd_companies.xls">http://www.=
kellyrshort.com/canslim/dvd_companies.xls</A></FONT></SPAN></DIV>
<DIV><SPAN class=3D068082120-26062002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2></FONT></SPAN> </DIV>
<DIV><SPAN class=3D068082120-26062002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2>Kelly</FONT></SPAN></DIV>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
<DIV class=3DOutlookMessageHeader dir=3Dltr align=3Dleft><FONT =
face=3DTahoma=20
size=3D2>-----Original Message-----<BR><B>From:</B> Katherine Malm=20
[mailto:kmalm@earthlink.net]<BR><B>Sent:</B> Wednesday, June 26, =
2002 12:09=20
PM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> Re: =
DVD's=20
(was [CANSLIM] WCOM restatement)<BR><BR></FONT></DIV>
<DIV>Kelly,</DIV>
<DIV> </DIV>
<DIV>I'm not intimately familiar with all the names under this =
macrotheme,=20
but in general, I'd say that the shift to DVD-based entertainment =
has been=20
substantial and any time there is a secular shift in technology, =
there are=20
real profits to be had. In this case, I think the profits are spread =
around=20
very well between all industry sectors. (but as with all =
technologies, those=20
with the proprietary elements get the lion's share of the profits) =
DVD=20
prices are still quite high, though I noticed at Christmas, for the =
first=20
time, that the prices of DVD players had dropped substantially, =
indicating=20
that demand is reaching critical mass. That means that the lower =
prices make=20
DVD players more affordable (scarcity becomes abundance), people =
replace=20
and/or supplement their VCR's with DVD's, and then demand for DVD =
media=20
becomes larger. That snowballs throughout the supply chain. Still up =
for=20
grabs are implementations of DVD recording standards established =
somewhat=20
recently....that could start a whole new chain of events.</DIV>
<DIV> </DIV>
<DIV>I'd been disinclined to compare DVD's to PCs....the former =
early in its=20
adoption life cycle, the latter late in its business life cycle =
(maturity=20
phase, though arguably not yet in the decline phase).</DIV>
<DIV> </DIV>
<DIV>Katherine</DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV style=3D"FONT: 10pt arial">----- Original Message ----- =
</DIV>
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3Dkelly.short@neoris.com =
href=3D"mailto:kelly.short@neoris.com">Kelly=20
Short</A> </DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A=20
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, June 26, =
2002 11:42=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: DVD's (was =
[CANSLIM]=20
WCOM restatement)</DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D957284016-26062002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2>Katherine-</FONT></SPAN></DIV>
<DIV><SPAN class=3D957284016-26062002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2></FONT></SPAN> </DIV>
<DIV><SPAN class=3D957284016-26062002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2>A wealth of information as usual- thank you. But WHO =
makes money in=20
this business? Is it Blockbuster? Philips/Sony? Movie Studios? =
Fed-Ex? Or=20
does anyone make money in DVD's (has it gone the way of the=20
pc)?</FONT></SPAN></DIV>
<DIV><SPAN class=3D957284016-26062002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2></FONT></SPAN> </DIV>
<DIV><SPAN class=3D957284016-26062002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2>I appreciate your opinions- Kelly</FONT></SPAN></DIV>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
<DIV class=3DOutlookMessageHeader dir=3Dltr align=3Dleft><FONT =
face=3DTahoma=20
size=3D2>-----Original Message-----<BR><B>From:</B> Katherine =
Malm=20
[mailto:kmalm@earthlink.net]<BR><B>Sent:</B> Wednesday, June 26, =
2002=20
11:27 AM<BR><B>To:</B> =
canslim@lists.xmission.com<BR><B>Subject:</B> Re:=20
DVD's (was [CANSLIM] WCOM restatement)<BR><BR></FONT></DIV>
<DIV>For starters:</DIV>
<DIV> </DIV>
<DIV>-DVD distributors such as DISK, HDL etc</DIV>
<DIV>-Retailers such as AMZN, BBY etc</DIV>
<DIV>-Hardware---runs the gamut from gaming hardware (Nintendo, =
XBox,=20
etc), to video chips to handle the increased graphics =
requirements, to=20
-DVD players (Samsung, Matsushita), to chips (INTC and some =
specialty=20
chip makers), to DVD drive makers, etc.</DIV>
<DIV>-Software, such as NAVR and ROXI etc.</DIV>
<DIV>-Hardware components distributors such as TECD, IM, Games =
Makers=20
who will beef up games offereings given the extra content =
capabilities=20
of DVD based games, etc.</DIV>
<DIV>-etc</DIV>
<DIV>-etc</DIV>
<DIV> </DIV>
<DIV>Katherine</DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: =
5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV style=3D"FONT: 10pt arial">----- Original Message ----- =
</DIV>
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3Dkelly.short@neoris.com=20
href=3D"mailto:kelly.short@neoris.com">Kelly Short</A> </DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A=20
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, June =
26, 2002=20
10:50 AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] =
WCOM=20
restatement</DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D802075015-26062002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2>Katherine-</FONT></SPAN></DIV>
<DIV><SPAN class=3D802075015-26062002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2></FONT></SPAN> </DIV>
<DIV><SPAN class=3D802075015-26062002><FONT face=3DArial =
color=3D#0000ff=20
size=3D2>I think you recapped the past three weeks worth of=20
conversations- we're all bored! So let me pose this question =
to the=20
group: DVD's. Who makes money off DVD's? </FONT></SPAN></DIV>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
<DIV class=3DOutlookMessageHeader dir=3Dltr =
align=3Dleft><FONT face=3DTahoma=20
size=3D2>-----Original Message-----<BR><B>From:</B> =
Katherine Malm=20
[mailto:kmalm@earthlink.net]<BR><B>Sent:</B> Wednesday, June =
26,=20
2002 10:40 AM<BR><B>To:</B> <A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR><B>Subject:</B>=20
Re: [CANSLIM] WCOM restatement<BR><BR></FONT></DIV>
<DIV>Hi Kelly,</DIV>
<DIV> </DIV>
<DIV>The '87 crash was considerably different....far more an =
event=20
than a process as is the current Bear which is undoing the =
excesses=20
of the late '90's. At that time, cocktail conversations =
rarely=20
included talk of stocks, but on Black Monday...people who =
didn't=20
even know what the stock market was all about were gathered =
around=20
the TV at lunch time. In retrospect, the Fed's quick =
intervention=20
and the adjustments to program trading guidelines made this =
a blip=20
on the bull market screen, so the "throwing in the towel" =
talk was=20
far more short-lived than now. Most folks investing these =
days know=20
little of what creates value and perceived value in the =
stock=20
market. Even fewer are students of market history. But I'd =
bet the=20
same conversations could be heard in the 30's and the 60's.=20
Sometimes the best way to *really* learn it is to live =
it.</DIV>
<DIV> </DIV>
<DIV>Besides, we're bored to tears..... :)) But I *am* =
enjoying the=20
time off to pursue summer reading...throw away novels =
of little=20
consequence, mindless fluff ....ah, what a pleasure!</DIV>
<DIV> </DIV>
<DIV>Katherine</DIV>
<DIV> </DIV>
<DIV> </DIV>
<DIV>----- Original Message ----- </DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: =
5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; =
font-color: black"><B>From:</B>=20
<A title=3Dkelly.short@neoris.com=20
href=3D"mailto:kelly.short@neoris.com">Kelly Short</A> =
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A=20
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, =
June 26,=20
2002 10:25 AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: =
[CANSLIM] WCOM=20
restatement</DIV>
<DIV><BR></DIV>If I were new to this earth and had just =
learned=20
what the US stock market was by reading the comments =
shared this=20
morning post-Worldcom I'd think the stock market was going =
bye-bye. I'll admit- I'm still wet behind the ears when it =
comes=20
to investing experience but I can't for a minute believe =
that the=20
same types of comments weren't passed around (albeit =
pre-Internet,=20
shiver) regarding the 1987 crash. Can anyone remember back =
that=20
far? I am correct and memory short? Or this truly "new"? =
Sorry=20
folks- I was in the sixth grade in =
1987.<BR><BR>Kelly<BR><BR>P.S.=20
- thanks for the "Wall Street" quotes- it's the most used =
DVD I=20
own!<BR><BR>-----Original Message-----<BR>From: Cefaloni, =
John L=20
Jr. =
[AMSTA-AR-WEA]<BR>[mailto:john.cefaloni@us.army.mil]<BR>Sent:=20
Wednesday, June 26, 2002 10:18 AM<BR>To: <A=20
=
href=3D"mailto:'canslim@lists.xmission.com'">'canslim@lists.xmission.com'=
</A><BR>Subject:=20
RE: [CANSLIM] WCOM restatement<BR><BR><BR>At the risk of =
being=20
corny, I thought I'd dig up some quotes from the =
movie<BR>"Wall=20
Street" (because Hollywood tells us everything we need to =
know=20
about<BR>life ;-)<BR><BR>"The main thing about money, Bud, =
is that=20
it makes you do things you don't<BR>want to =
do."<BR><BR>"Stop=20
going for the easy buck and start producing something with =
your=20
life.<BR>Create, instead of living off the buying and =
selling of=20
others." <BR><BR>"Stick to the fundamentals. That's =
how IBM=20
and Hilton were built."<BR><BR>"There are no =
shotcuts. =20
Quick-buck artists come and go with every bull<BR>market, =
but the=20
steady players make it through the bear =
markets."<BR><BR>"You're=20
on a roll, kid. Enjoy it while it lasts, becuase it =
never=20
does."<BR><BR>and, of course...<BR><BR>"Man looks in the =
abyss,=20
there's nothing staring back at him. At that<BR>moment, =
man finds=20
his character. And that is what keeps him out of=20
the<BR>abyss."<BR><BR>Of course, the movie is packed with =
many=20
more "bullish" quotes, but those<BR>will have to wait for =
another=20
day.<BR><BR>-----Original Message-----<BR>From: Winston =
Little=20
[mailto:wlittle1@peoplepc.com]<BR>Sent: Wednesday, June =
26, 2002=20
10:33 AM<BR>To: <A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR>Subject:=20
Re: [CANSLIM] WCOM restatement<BR><BR><BR>People in the =
rust belt=20
are back in style.<BR><BR>I believe the expression is "The =
meek=20
shall inherit the earth".<BR>There is merit to the people =
who work=20
and sweat for a living, instead of the<BR>glorified crooks =
of the=20
past three years.<BR>Remember all those clowns forming =
companies=20
(with NO EARNINGS) that had<BR>market capitalization =
greater than=20
that of General Motors?<BR><BR>Today:<BR>Lear LEI is =
up.They make=20
car seats and interior parts.<BR>Delphi DPH guided up =
yesterday.=20
They make electronic parts for cars =
(mostly<BR>GM).<BR>Visteon VC=20
guided up this morning.They make car parts (mostly for=20
Ford).<BR>P&G ( as Duke pointed out) is up. Soap, =
toothpaste=20
and paper towels.<BR>Donnelly DON (mirrors for cars) =
is to=20
be bought out by Magna (they make car<BR>parts) at 38%=20
premium.<BR><BR><BR><BR><BR>----- Original Message =
- -----<BR>From:=20
"Duke Miller" <<A=20
=
href=3D"mailto:dukemill@tampabay.rr.com">dukemill@tampabay.rr.com</A>>=
<BR>To:=20
<<A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
><BR>Sent:=20
Wednesday, June 26, 2002 10:07 AM<BR>Subject: RE: =
[CANSLIM] WCOM=20
restatement<BR><BR><BR>> Absolutely.<BR>><BR>> =
P&G is=20
up over $1 at the open this a.m. Up 16% this =
year. 43%=20
last two<BR>> years. Soap, toothpaste, quality=20
people. All things you can count<BR>>=20
(on).<BR>><BR>> Duke<BR>><BR>> (I do have a =
position=20
in P&G)<BR>><BR>> -----Original =
Message-----<BR>>=20
From: <A=20
=
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A><BR>>=20
[mailto:owner-canslim@lists.xmission.com] On Behalf Of =
Winston=20
Little<BR>> Sent: Wednesday, June 26, 2002 9:48 =
AM<BR>> To:=20
<A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR>>=20
Subject: Re: [CANSLIM] WCOM =
restatement<BR>><BR>><BR>>=20
There may be some merit to companies that make goods that =
I can=20
see,<BR>> touch and count such as houses, cars,=20
chemicals.<BR>><BR>> There may also be some merit to =
companies that pay dividends, as the<BR>> crooks are =
less=20
likely to borrow or steal funds to pay=20
dividends.<BR>><BR>><BR>> ----- Original Message=20
-----<BR>> From: "Dave Cameron" <<A=20
=
href=3D"mailto:dfcameron@yahoo.com">dfcameron@yahoo.com</A>><BR>>=20
To: <<A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
><BR>>=20
Sent: Wednesday, June 26, 2002 9:33 AM<BR>> Subject: =
RE:=20
[CANSLIM] WCOM restatement<BR>><BR>><BR>> > =
Rocky (and=20
all),<BR>> ><BR>> > Yeah... this is=20
amazing. As a professional statistician, the=20
recent<BR>> > events show why I don't use classical=20
statistical techniques in<BR>> > =
investing. I=20
sold all my individual holdings in November - =
haven't<BR>> >=20
bought back in. Still hold the mutual funds =
for long=20
term, but<BR>> > continue to watch them =
dwindle.<BR>>=20
><BR>> > My line to people at work is that I'll =
be=20
working until I'm 80....<BR>> ><BR>> > =
Dave<BR>>=20
><BR>> > --- Rocky Sanghvi <<A=20
=
href=3D"mailto:rs@mylodestar.com">rs@mylodestar.com</A>>=20
wrote:<BR>> > > I wish I could say that today =
coming=20
blowoff will be the last one.<BR>> > > There are =
other=20
skeletons in the closet. More importantly =
the<BR>> >=20
> impact of the<BR>> > > dropping dollar will =
be=20
enormous in our highly leveraged financial<BR>> > =
>=20
system.<BR>> > ><BR>> > > From ECON =
101<BR>>=20
> > Until now we were managing to balance our =
foreign=20
deficits by inflow<BR>><BR>> > > of cash from =
other=20
countries into our markets. The falling =
dollar<BR>> >=20
> is an indication<BR>> > > that money is =
moving OUT=20
of the country. Watch out for the ripple<BR>> =
> >=20
effects.<BR>> > ><BR>> > > Unless =
ofcourse we=20
attack Iraq immediately and thereby create "a<BR>> > =
>=20
demand" for<BR>> > > the the safety of the =
American=20
dollar. ;) I guess I am cynical.<BR>> =
>=20
> Today<BR>> > > the market lost me as an =
investor for=20
a very long time. I quit.<BR>> > ><BR>> =
>=20
> -----Original Message-----<BR>> > > From: <A =
=
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A><BR>>=20
> > [mailto:owner-canslim@lists.xmission.com]On =
Behalf Of=20
Winston Little<BR>> > > Sent: Wednesday, June 26, =
2002=20
8:34 AM<BR>> > > To: <A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR>>=20
> > Subject: Re: [CANSLIM] WCOM restatement<BR>> =
>=20
><BR>> > ><BR>> > ><BR>> > > =
The=20
mantra of the clowns:<BR>> > > "I want it =
ALL"<BR>>=20
> > "Give it to me NOW"<BR>> > > "It is =
MINE, I=20
deserve it"<BR>> > ><BR>> > > ----- =
Original=20
Message -----<BR>> > > From: "Kent Norman" <<A =
=
href=3D"mailto:kent_norman@yahoo.com">kent_norman@yahoo.com</A>><BR>&g=
t;=20
> > To: <<A=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
><BR>>=20
> > Sent: Wednesday, June 26, 2002 8:12 AM<BR>> =
> >=20
Subject: RE: [CANSLIM] WCOM restatement<BR>> > =
><BR>>=20
> ><BR>> > > > The answer is:<BR>> =
> >=20
><BR>> > > > The same childish, =
short-sighted,=20
immediate satisfaction that<BR>> > > =
blinds<BR>> >=20
> > them to the possibility that there is a =
tomorrow... They=20
run the<BR>> > > > business like they live =
their life.=20
All today and no tomorrow.<BR>> > > ><BR>> =
>=20
> > Kent Norman<BR>> > > ><BR>> > =
>=20
> --- "Cefaloni, John L Jr. [AMSTA-AR-WEA]"<BR>> =
> >=20
<<A=20
=
href=3D"mailto:john.cefaloni@us.army.mil">john.cefaloni@us.army.mil</A>&g=
t;<BR>>=20
> > > wrote:<BR>> > > > > Well =
said,=20
Tom. What is it that makes people do things =
for<BR>> >=20
> temporary<BR>> > > > > gain<BR>> =
> >=20
> > when they know they'll probably get slammed for =
it in=20
the<BR>> > > future?<BR>> > > > =
><BR>>=20
> > > > I guess it's just greed, stupidity and =
arrogance.<BR>> > > > ><BR>> > > =
> >=20
-----Original Message-----<BR>> > > > > =
From: Tom=20
Worley [mailto:stkguru@bellsouth.net]<BR>> > > =
> >=20
Sent: Wednesday, June 26, 2002 12:53 AM<BR>> > > =
>=20
> To: CANSLIM<BR>> > > > > Subject: =
[CANSLIM]=20
WCOM restatement<BR>> > > > ><BR>> > =
>=20
> ><BR>> > > > > once again, Andersen =
strikes=20
again, this time by signing off on<BR>> > > > =
>=20
Worldcom hiding over $3 billion in expenses as =
capital<BR>>=20
> > > > expenditures, and<BR>> > >=20
thus<BR>> > > > > inflating cash flow. =
Restatement=20
expected to take away last<BR>> > > five<BR>> =
>=20
> > > quarters of<BR>> > > > > =
profits and=20
turn them into losses.<BR>> > > > ><BR>> =
>=20
> > > Who gave this sanction to a deviation from =
GAAP=20
(Generally<BR>> > > Accepted<BR>> > > =
> >=20
Accounting Principles)?? Andersen, of course. It's clear=20
that<BR>> > > Enron<BR>> > > > > =
was=20
only<BR>> > > > > the tip of the iceberg, =
as if=20
Waste Management, Sunbeam, and a<BR>> > > =
host<BR>>=20
> > > > of other<BR>> > > > > =
companies=20
were not sufficient warning of major problems in<BR>> =
> >=20
corporate<BR>> > > > > policy<BR>> > =
>=20
> > and infrastructure. Sad to see a great name like =
Andersen<BR>> > > prostituted<BR>> > > =
> >=20
to<BR>> > > > > selling its certification =
services=20
for any price, but also<BR>> > > clear =
that<BR>> >=20
> > > it<BR>> > > > > must =
disappear from=20
corporate America. And until every major<BR>> > > =
company<BR>> > > > > audited<BR>> > =
> >=20
> by Andersen undergoes a special review by the SEC on=20
accounting<BR>> > > > > practices, I doubt =
anyone=20
will believe that we have finally seen<BR>><BR>> =
> >=20
> > it all.<BR>> > > > ><BR>> > =
>=20
> > Tom Worley<BR>> > > > > <A=20
=
href=3D"mailto:stkguru@bellsouth.net">stkguru@bellsouth.net</A><BR>>=20
> > > > AIM: TexWorley<BR>> > > >=20
><BR>> > > > ><BR>> > > >=20
><BR>> > > > > -<BR>> > > > =
> -To=20
subscribe/unsubscribe, email "<A=20
=
href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"=20
-In<BR>> > > > > the email body, write =
"subscribe=20
canslim" or -"unsubscribe<BR>> > > > >=20
canslim". Do not use quotes in your email.<BR>> =
> >=20
> ><BR>> > > > > -<BR>> > > =
>=20
> -To subscribe/unsubscribe, email "<A=20
=
href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"=20
-In<BR>> > > > > the email body, write =
"subscribe=20
canslim" or -"unsubscribe<BR>> > > > >=20
canslim". Do not use quotes in your email.<BR>> =
> >=20
><BR>> > > ><BR>> > > > =
=3D=3D=3D=3D=3D<BR>>=20
> > > Opportunities always look bigger going than =
coming.<BR>> > > ><BR>> > > >=20
__________________________________________________<BR>> =
>=20
> > Do You Yahoo!?<BR>> > > > Yahoo! - =
Official=20
partner of 2002 FIFA World Cup<BR>> > > > <A=20
=
href=3D"http://fifaworldcup.yahoo.com">http://fifaworldcup.yahoo.com</A><=
BR>>=20
> > ><BR>> > > > -<BR>> > > =
> -To=20
subscribe/unsubscribe, email "<A=20
=
href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"=20
-In the<BR>> > > > email body, write =
"subscribe=20
canslim" or -"unsubscribe canslim".<BR>> > > > =
Do not=20
use quotes in your email.<BR>> > > ><BR>> =
>=20
><BR>> > ><BR>> > > -<BR>> > =
> -To=20
subscribe/unsubscribe, email "<A=20
=
href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"=20
-In the<BR>> > > email body, write "subscribe =
canslim" or=20
-"unsubscribe canslim". Do<BR>><BR>> > > =
not use=20
quotes in your email.<BR>> > ><BR>> > =
><BR>>=20
> ><BR>> > > -<BR>> > > -To=20
subscribe/unsubscribe, email "<A=20
=
href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"=20
-In the<BR>> > > email body, write "subscribe =
canslim" or=20
-"unsubscribe canslim". Do<BR>><BR>> > > =
not use=20
quotes in your email.<BR>> ><BR>> ><BR>> =
>=20
=3D=3D=3D=3D=3D<BR>> > Dave Cameron<BR>> > <A=20
=
href=3D"mailto:dfcameron@yahoo.com">dfcameron@yahoo.com</A><BR>>=20
><BR>> >=20
__________________________________________________<BR>> =
> Do=20
You Yahoo!?<BR>> > Yahoo! - Official partner of 2002 =
FIFA=20
World Cup<BR>> > <A=20
=
href=3D"http://fifaworldcup.yahoo.com">http://fifaworldcup.yahoo.com</A><=
BR>>=20
><BR>> > -<BR>> > -To =
subscribe/unsubscribe, email=20
"<A=20
=
href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>>=
;=20
> -In the email body, write "subscribe canslim" or=20
-"unsubscribe<BR>> > canslim". Do not use =
quotes in=20
your email.<BR>> ><BR>><BR>><BR>> -<BR>> =
- -To=20
subscribe/unsubscribe, email "<A=20
=
href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>>=
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