Go to Jeff Salisbury LWGate Home Page.From: "Kelly Short" <kelly.short@neoris.com>
Subject: RE: [CANSLIM] DVD Industry article on IBD today
Date: Tue, 2 Jul 2002 11:21:01 -0500
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Sam- I too was surprised they did not list more companies- in = particular, the ones that might be market benefactors. (Considering IBD = is an investment idea website- thought it would be nice...) Katherine = and I had a conversation on this topic last week and found that most = companies in this sector are ranked poorly (very) by IBD. Here's a link = to the spreadsheet of companies I created. = <http://www.kellyrshort.com/canslim/dvd_companies.xls> I'd be interested = in hearing your thoughts on who in the industry might benefit most by = the rising demand of dvd's. Katherine's contributions: - -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 =20 Katherine - -----Original Message----- From: Sam Funchess [mailto:sam5@mindspring.com] Sent: Tuesday, July 02, 2002 10:53 AM To: canslim@lists.xmission.com Subject: Re: [CANSLIM] DVD Industry article on IBD today Kelly, I really appreciate the link as I have a business that Manufacturers = CD's and DVD's for companies and Artists. I am surprised though as how vauge the article was and lack of = names associated with the potential upswing of DVD's. They only listed 3 possible benefactors of = their insight. All of which are hard pressed to meet CANSLIM from the number of shares outstanding = angle. Any thoughts that I may be missing? Sam Kelly Short wrote: > For those of you interested in the DVD industry: = http://www.investors.com/editorial/tech.asp?v=3D7/2 > > - > -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 "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email. _________________________________________________________________________= ___ For your protection, this e-mail message has been scanned for viruses. Visit us at http://www.neoris.com/ - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
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