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15 responses so far ↓

• howard lindzon // Dec 11, 2006 at 7:24 am

  Thanks Owen - cool show on what makes dolby trendy.

• Lindsay Campbell // Dec 11, 2006 at 10:31 am

  Hi guys,
  I’m sorry to give you this news over the comments but…I won’t be in to the office today. Or the rest of the week. Or ever, for that matter, because French Maid TV has made me an offer I can’t refuse. I’ve been telling you guys for a while that we’d have a better chance of getting our message across if I stopped wearing pants. I can’t make you see what you won’t see. And French Maid TV already gets it. So long, WallStrip. Thanks for the memories!

• jvon // Dec 11, 2006 at 11:20 am

  Howard! Have you been forcing Lindsay to wear pants??!?

• Trader Mike // Dec 11, 2006 at 12:14 pm

  Briefing.com just posted this about DLB — Dolbys Labs Revisited: we view as a sympathy play on DivX (30.64 -0.14) In March 2006, we profiled Dolby Labs at $21.30. With the stock up 44% since then and with its 10 pt move in the last month, we thought we’d revisit the name. Its technology has been adopted as the standard throughout the entertainment industry, being used in virtually all major movie soundtracks and DVD players. The name caught our attention in March because it seemed to have gotten overlooked as it was barely above its $18 IPO price despite its “best-in-class” market position. The stock was pretty flat from Mar-Oct, but the co’s Q4 (Sep) report last month finally got the name on investors’ radar screens as the co beat handily and guided higher. It was a great qtr all around, but a couple of things stand out to us. First, the co is highly profitable with huge 32% operating margin. This is the case because the vast majority of it revenue (79%) is license revenue which has virtually no costs. This creates significant operating leverage as any revenue upside has a big impact on EPS. Second, the co’s strong cash flow has created a rock solid balance sheet with $519 mln in cash/inv, or about $4.63 per share, with very little LT debt…. Despite the recent move higher, the stock is still interesting. It’s a play on the hot PlayStation 3 and Nintendo Wii game consoles which both use Dolby’s surround sound technology. The stock is also a good way to play the flat-panel TV upgrade cycle…. We argue that Dolby should be viewed as a stronger version of the recent hot IPO, Divx (DIVX 27.65 -0.35) as both are audio/video technology cos with high license revenue exposure. Granted, DLB’s forward p/e of 29.9x, is not super cheap, but it’s quite reasonable considering the co’s dominant market position, its high margins, and its nearly $5 in cash/inv. It also compares well to DIVX’s 48.7x p/e.

• Andy // Dec 11, 2006 at 4:04 pm

  Lindsay, does French Maid TV have comment area so I can annoy you there….or how will I do that now?

  Sincerely,
  Lost in Louisville

• howard lindzon // Dec 11, 2006 at 4:14 pm

  Thanks mike - love that as a shareholder

• Michael Chui // Dec 12, 2006 at 5:15 pm

  Love the new website layout.

• tt // Dec 13, 2006 at 3:50 am

  Minor goof - one of the graphics circled in red the DTS button of an audio device. DTS is a competing format to Dolby that many audiophiles consider better. On DVDs that offer both (most just offer Dolby), I like the DTS track better and will listen to it instead of the Dolby track unless the Dolby track offers more speakers (I’ve got a 7.1 system). Most people with the average 5.1 (or less) system won’t care.

  Dolby managed to get their compression system into the HDTV standard. I think of them less as the innovator they were during their start in the analog tape days and more of a rent collector on digital compression technology that isn’t all that special, but mostly relies on the goodwill earned in the 70s & 80s.

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• Howard Lindzon » Revisiting Some Wallstrip stocks // Aug 7, 2007 at 8:00 am

  […] Dolby - Boring and an old holding that has been a big winner , looks poised for more upside. Their royalty/license revenue is just thriving […]

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