Go to Jeff Salisbury LWGate Home Page.From: Gene Ricci <genr@swbell.net>
Subject: Re: DVD's (was [CANSLIM] WCOM restatement)
Date: Wed, 26 Jun 2002 19:33:49 -0500
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They're practically giving away DVD players at COSTCO (sp?)
----- Original Message -----=20
From: Katherine Malm=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, June 26, 2002 5:22 PM
Subject: Re: DVD's (was [CANSLIM] WCOM restatement)
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 =
- -"unsubscribe
> > > > > canslim". Do not use quotes in your email.
> > > > >
> > > > > -
> > > > > -To subscribe/unsubscribe, email =
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> > > > > the email body, write "subscribe canslim" or =
- -"unsubscribe
> > > > > 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 =
"majordomo@xmission.com" -In the
> > > > email body, write "subscribe canslim" or =
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> > > > Do not use quotes in your email.
> > > >
> > >
> > >
> > > -
> > > -To subscribe/unsubscribe, email =
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> > > email body, write "subscribe canslim" or =
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> > > not use quotes in your email.
> > >
> > >
> > >
> > > -
> > > -To subscribe/unsubscribe, email =
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> > > email body, write "subscribe canslim" or =
- -"unsubscribe canslim". Do
>
> > > 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
> >
> > -
> > -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.
> >
>
>
> -
> -To subscribe/unsubscribe, email =
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<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3D"Comic Sans MS">They're practically giving away DVD =
players at=20
COSTCO (sp?)</FONT></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=3Dkmalm@earthlink.net =
href=3D"mailto:kmalm@earthlink.net">Katherine=20
Malm</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 =
5:22=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>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=20
mature product lines. When I view a group of stocks that may move =
based on=20
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=20
drawn to the stocks. Until then, however, an exercise such as this is =
useful=20
for 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>=
=20
</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=20
least not yet). I did a cursory run down of DVD distributors, =
equipment=20
manufacturers, piracy solutions makers, etc. with sales growth of =
20% or=20
more and assets of $50M or more. The list is short and when you look =
at the=20
IBD overall score- well, let's just say that WON isn't a fan. Most =
of the=20
stars (if we can call them that) are traded outside the states. Oh =
well- I=20
still think there's something to be had there (especially with =
Circuit City=20
moving exclusively to DVD offerings over VHS) but I can't figure out =
what.=20
For 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 =
[mailto:kmalm@earthlink.net]<BR><B>Sent:</B> Wednesday, June 26, =
2002=20
12:09 PM<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>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=20
around very well between all industry sectors. (but as with all=20
technologies, those with the proprietary elements get the lion's =
share of=20
the profits) DVD prices are still quite high, though I =
noticed at=20
Christmas, for the first time, that the prices of DVD players had =
dropped=20
substantially, indicating that demand is reaching critical mass. =
That=20
means that the lower prices make DVD players more affordable =
(scarcity=20
becomes abundance), people replace and/or supplement their VCR's =
with=20
DVD's, and then demand for DVD media becomes larger. That =
snowballs=20
throughout the supply chain. Still up for grabs are =
implementations of DVD=20
recording standards established somewhat recently....that could =
start a=20
whole new chain of events.</DIV>
<DIV> </DIV>
<DIV>I'd been disinclined to compare DVD's to PCs....the former =
early in=20
its adoption life cycle, the latter late in its business life =
cycle=20
(maturity 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=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
11:42 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=20
in this business? Is it Blockbuster? Philips/Sony? Movie =
Studios?=20
Fed-Ex? Or 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>=20
Re: 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=20
face=3DTahoma size=3D2>-----Original =
Message-----<BR><B>From:</B>=20
Katherine Malm =
[mailto:kmalm@earthlink.net]<BR><B>Sent:</B>=20
Wednesday, June 26, 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 of the late '90's. At that time, cocktail =
conversations=20
rarely included talk of stocks, but on Black =
Monday...people who=20
didn't even know what the stock market was all about were =
gathered=20
around the TV at lunch time. In retrospect, the Fed's =
quick=20
intervention and the adjustments to program trading =
guidelines=20
made this a blip on the bull market screen, so the =
"throwing in=20
the towel" talk was far more short-lived than now. Most =
folks=20
investing these days know little of what creates value and =
perceived value in the stock market. Even fewer are =
students of=20
market history. But I'd bet the same conversations could =
be heard=20
in the 30's and the 60's. Sometimes the best way to =
*really* learn=20
it is to live it.</DIV>
<DIV> </DIV>
<DIV>Besides, we're bored to tears..... :)) But I *am* =
enjoying=20
the time off to pursue summer reading...throw away =
novels of=20
little 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=20
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=20
the same types of comments weren't passed around (albeit =
pre-Internet, shiver) regarding the 1987 crash. Can =
anyone=20
remember back that far? I am correct and memory short? =
Or this=20
truly "new"? Sorry folks- I was in the sixth grade in=20
1987.<BR><BR>Kelly<BR><BR>P.S. - thanks for the "Wall =
Street"=20
quotes- it's the most used DVD I =
own!<BR><BR>-----Original=20
Message-----<BR>From: Cefaloni, John L Jr.=20
=
[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=20
that it makes you do things you don't<BR>want to=20
do."<BR><BR>"Stop going for the easy buck and start =
producing=20
something with your life.<BR>Create, instead of living =
off the=20
buying and selling of others." <BR><BR>"Stick to the=20
fundamentals. That's how IBM and Hilton were=20
built."<BR><BR>"There are no shotcuts. Quick-buck =
artists=20
come and go with every bull<BR>market, but the steady =
players=20
make it through the bear markets."<BR><BR>"You're on a =
roll,=20
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=20
finds 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=20
another day.<BR><BR>-----Original Message-----<BR>From: =
Winston=20
Little [mailto:wlittle1@peoplepc.com]<BR>Sent: =
Wednesday, June=20
26, 2002 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=20
belt are back in style.<BR><BR>I believe the expression =
is "The=20
meek shall inherit the earth".<BR>There is merit to the =
people=20
who work and sweat for a living, instead of =
the<BR>glorified=20
crooks of the past three years.<BR>Remember all those =
clowns=20
forming companies (with NO EARNINGS) that had<BR>market=20
capitalization greater than that of General=20
Motors?<BR><BR>Today:<BR>Lear LEI is up.They make car =
seats and=20
interior parts.<BR>Delphi DPH guided up yesterday. They =
make=20
electronic parts for cars (mostly<BR>GM).<BR>Visteon VC =
guided=20
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=20
-----<BR>From: "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=20
is up over $1 at the open this a.m. Up 16% this=20
year. 43% last two<BR>> years. Soap, =
toothpaste,=20
quality 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>>=20
To: <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=20
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=20
(and all),<BR>> ><BR>> > Yeah... this is=20
amazing. As a professional statistician, the =
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=20
long term, but<BR>> > continue to watch them=20
dwindle.<BR>> ><BR>> > My line to people at =
work is=20
that I'll be working until I'm 80....<BR>> =
><BR>> >=20
Dave<BR>> ><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=20
101<BR>> > > Until now we were managing to =
balance our=20
foreign deficits by inflow<BR>><BR>> > > of =
cash=20
from other countries into our markets. The falling =
dollar<BR>> > > is an indication<BR>> > =
> that=20
money is moving OUT of the country. Watch out for =
the=20
ripple<BR>> > > effects.<BR>> > =
><BR>> >=20
> Unless ofcourse we attack Iraq immediately and =
thereby=20
create "a<BR>> > > demand" for<BR>> > =
> the=20
the safety of the American dollar. ;) =
I guess=20
I am cynical.<BR>> > > Today<BR>> > > =
the=20
market lost me as an investor for a very long =
time. I=20
quit.<BR>> > ><BR>> > > -----Original=20
Message-----<BR>> > > 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=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=20
=
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>> =
>=20
><BR>> > ><BR>> > > > The answer =
is:<BR>> > > ><BR>> > > > The =
same=20
childish, short-sighted, immediate satisfaction =
that<BR>>=20
> > blinds<BR>> > > > them to the =
possibility=20
that there is a tomorrow... They run the<BR>> > =
> >=20
business like they live their life. All today and no=20
tomorrow.<BR>> > > ><BR>> > > > =
Kent=20
Norman<BR>> > > ><BR>> > > > --- =
"Cefaloni, John L Jr. [AMSTA-AR-WEA]"<BR>> > > =
<<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=20
for it in the<BR>> > > future?<BR>> > =
> >=20
><BR>> > > > > I guess it's just =
greed,=20
stupidity and arrogance.<BR>> > > > =
><BR>>=20
> > > > -----Original Message-----<BR>> =
> >=20
> > From: Tom Worley=20
[mailto:stkguru@bellsouth.net]<BR>> > > > =
> Sent:=20
Wednesday, June 26, 2002 12:53 AM<BR>> > > > =
>=20
To: CANSLIM<BR>> > > > > Subject: =
[CANSLIM] WCOM=20
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.=20
Restatement expected to take away last<BR>> > > =
five<BR>> > > > > quarters of<BR>> =
> >=20
> > profits and turn them into losses.<BR>> =
> >=20
> ><BR>> > > > > Who gave this =
sanction to=20
a deviation from GAAP (Generally<BR>> > >=20
Accepted<BR>> > > > > Accounting =
Principles)??=20
Andersen, of course. It's clear that<BR>> > >=20
Enron<BR>> > > > > was only<BR>> > =
>=20
> > the tip of the iceberg, as if Waste =
Management,=20
Sunbeam, and a<BR>> > > host<BR>> > > =
>=20
> of other<BR>> > > > > companies were =
not=20
sufficient warning of major problems in<BR>> > =
>=20
corporate<BR>> > > > > policy<BR>> =
> >=20
> > and infrastructure. Sad to see a great name =
like=20
Andersen<BR>> > > prostituted<BR>> > > =
>=20
> to<BR>> > > > > selling its =
certification=20
services for any price, but also<BR>> > > clear =
that<BR>> > > > > it<BR>> > > =
> >=20
must disappear from corporate America. And until every=20
major<BR>> > > company<BR>> > > > =
>=20
audited<BR>> > > > > by Andersen =
undergoes a=20
special review by the SEC on accounting<BR>> > =
> >=20
> practices, I doubt anyone will believe that we have =
finally=20
seen<BR>><BR>> > > > > it all.<BR>> =
>=20
> > ><BR>> > > > > Tom =
Worley<BR>>=20
> > > > <A=20
=
href=3D"mailto:stkguru@bellsouth.net">stkguru@bellsouth.net</A><BR>>=20
> > > > AIM: TexWorley<BR>> > > =
>=20
><BR>> > > > ><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>> =
> >=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>> > > >=20
=3D=3D=3D=3D=3D<BR>> > > > Opportunities =
always look bigger=20
going than coming.<BR>> > > ><BR>> > =
> >=20
=
__________________________________________________<BR>> >=20
> > Do You Yahoo!?<BR>> > > > Yahoo! - =
Official partner of 2002 FIFA World Cup<BR>> > =
> >=20
<A=20
=
href=3D"http://fifaworldcup.yahoo.com">http://fifaworldcup.yahoo.com</A><=
BR>>=20
> > ><BR>> > > > -<BR>> > =
> >=20
-To subscribe/unsubscribe, email "<A=20
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href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"=20
-In the<BR>> > > > email body, write =
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canslim" or -"unsubscribe canslim".<BR>> > > =
> Do=20
not use quotes in your email.<BR>> > > =
><BR>>=20
> ><BR>> > ><BR>> > > -<BR>> =
>=20
> -To subscribe/unsubscribe, email "<A=20
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href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"=20
-In the<BR>> > > email body, write "subscribe =
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