DMRK- Damark International- The Next One? Message Board

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Non-Tech : DMRK- Damark International- The Next One?

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To: dwlima who wrote ()	8/3/1999 1:10:00 AM
From: RoseCampion	Read Replies (2) of 83

Jeepers, no posts since 18 May? Helloooooo ooooouuuutttt theeeerrreeee.... <g> DMRK closed today @ 6 1/2...that's only 1.2x its book (liquidation value). I have some knowledge of the company, and though I don't actually think much of either their 'old' business (catalog retail: market saturated, low margins, downscale reputation of the brand, very late to the e-commerce game) or their 'new' one (membership services: low barriers to entry, high customer churn, unproven long-term profitability), I wonder whether at this price DMRK is a good speculative buy based on the possibility that it could be acquired for its world-class distribution/fulfillment infrastructure and/or its 10M+ name customer/member database. Seems like a big e-tailer could buy them out of petty cash and have a strategic gem on their hands, even if they sold off the brand name and catalog 'division' soon afterwards. Opinions? -Rose-

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