Bob Dylan had it right. "Businessmen, they drink my wine, ploughmen dig my earth " he said. "None of them along the line know what any of it is worth ".

Every day brings an article about how music labels, video studios or book publishers are facing new headaches caused by the content revolution. But they aren't headaches - they are opportunities, and, luckily for everyone, the opportunities are so large that pretty much everyone in the content business is going to win, and win big, because of the very "headaches " they are trying to fight. And that dynamic puts their stock near the top of my buy list.