CompUSA (CPU) Message Board

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Non-Tech : CompUSA (CPU)

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To: Theodore J Starr who wrote (21)	11/21/1996 3:16:00 PM
From: Renee Scherb	of 3187

Motley Fool site says downgrade was issued by one (influential) analyst -- I think at Robertson, Stephens -- who was concerned about margins on sales, given the cutthroad pricing wars going on right now. Also a perceived negative is the high valuation of CPU stock compared to the valuations of direct sale mfgrs. such as Dell and Gateway -- arguably, they too act as "resellers" in the consumer and business markets. IMO, it's hard to ignore (as this analysis seems to have done) the catalog and direct-sales volume done by CPU. Not to mention the value-added services offered by CompUSA stores and direct-to-business division. Well, seems like many investors didn't agree with the analysis either. Renee

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