Article: On this, the big three agree: Antioco, Wattles, Malugen see no peril from VOD, low-price DVD.(John Antioco, Mark Wattles, Joe Malugen address panel at Thomas Weisel Partners Growth Forum)

In a rare joint appearance, the CEOs of the three publicly traded video rental chains told an investor conference last week that video-on-demand and the availability of low-priced DVDs for sale pose no significant threat to the video rental business.

"In the next five years, VOD and pay-per-view combined will be less than 10% of the home video business," Blockbuster Inc. chairman and CEO John Antioco predicted. "By then, the home video rental and retail business will be at $25 billion. VOD will be $2 billion to $3 billion max."

Also on the panel at the Thomas Weisel Partners Growth Forum in Santa Barbara, Calif., were Hollywood Video chairman and CEO ...

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