11/19/2008
Wednesday morning

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Someone was recently asking about the company that makes DVD. One that Im aware of is Nimbus CD Intl (NASDAQ: NMBS). They will be investing $25 million to setup DVD manufacturing facility. They are currently manufacturing CD and CD-ROM, and have strong and improving earnings. They were featured in one of the articles in IBD on Thursday May 23. They are not into the DVD players, but the discs themselves. Check it out. They are also a premier company with technique to prevent CD/CD-ROM piracy, so they might attract a lot of big companies that want to cut losses due to copying.
OCCAMS PICKS FOR JULY 1996 ----------------------------------------------------------------------- #1 Stock Name Symbol Price2 ----------------------------------------------------------------------- 1 DTE Energy DTE 30.8750 2 PECO Energy PE 26.0000 3 Springs Ind SMI 50.2500 4 McGraw Hill MHP 45.7500 5 Gen. Pub. Utilities GPU 35.2500 6 Northern St. Power NSP 49.3750 7 Public Svc Ent. PEG 27.5000 8! Pacific Gas&Elec PCG 23.2500 9 Bell Atlantic BEL 63.7500 10 Boston Scientific BSX 45.0000 11 FMC Corp FMC 65.2500 12 Columbia Gas CG 51.8750 13 Central and Southwestern .
Large cap cyclicals look promising. Intl emerging markets should have good returns. Junk Bond funds may do well. --------------------------------------------------
Apple Computer Inc Abgenix Inc Adobe Systems ADC Telecommunications Adelphia Communications Corp. (A) Altera Corp Applied Materials Applied Micro Circuits Amgen Inc Amazon.Com Ariba Inc At Home Corp. (A) Atmel Corp Bed Bath & Beyond BEA Systems Biogen Inc Biomet, Inc Brocade Comms Systems Inc Broadcom Corp. (A) Broadvision Inc Concord Efs Chiron Corp Check Point Software Technologies, Ltd. CIENA Corp Comcast Corp Cl Aspcl Non-Vtg CMGI Inc Comverse Technology CNET Networks Inc Conexant Systems 3com Corp Costco Wholesale Corp Compuware Corp Cisco Systems Cintas Corp Citrix Systems Dell Computer Corp EchoStar Communications Corp. (A) eBay Inc LM Ericsson Telephone Company ADR Electronic Arts Exodus Communications Fiserv Inc Flextronics International Ltd. Genzyme Corp-Genl Div Gemstar-Tv Guide Intl Inc Human Genome Sciences IDEC Pharmaceuticals Corp Immunex Corp Inktomi Corp Intel Corp Intuit Inc i2 Technologies JDS Uniphase Corp Juniper Networks KLA-Tencor Corp Linear Technology Corp L.
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