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Technology Stocks : Electronics Boutique (ELBO)
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To: Night Writer who wrote (481)8/16/1999 5:47:00 PM
From: Mad2   of 779
 
Certianly anything is possible from a "longer term standpoint" including the view that the console manufacturers could incorporate "PC functionality into consoles".
From a 6-18 moth time horizon my view is increased functionality in hardware and software thru "dreamcast" and potentially additional 128 bit offerings should result in a upgrade cycle increasing the revenues to be obtained by purveyors of this stuff (read ELBO). New store openings, e-commerce to reach additional customers outside ELBO's brick and morter geographic reach along with growth in the population of gamers (influx of kids) all spell increasing sales.
Given ELBO's mastery of inventory managment and a niche business model that works (return on assets) I see ELBO having a very long head start and difficult position to duplicate that is attractive from a investment view......all the more attractive assuming revenue growth and margin preservation.
Right now I wish I bought more when it was 14.
We'll have to see how the price reacts post earnings (hope to see a bit of a sell off) as well as ELBO's behavior given what's happening in the overall market (30% overvalued according to the fed model with the likely action of rates moving higher).
IMO ELBO's business whouldn't be effected by a rate hike (ie consumer demand or their cost as they are debt free), stock prices are like a boat in the ocean, in that the boats rise and sink with the tide.
Well should be a interesting couple of months.
Best Regards,
Mad2

Edit-I'm a bit like the Irishman waiting for the next potato famine and in that regard I am concerned about the inflation/rate action that is real. Things in the market have been very good for quite some time and we could be in for "bear season" shortly. 65% cash as I write.
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