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Non-Tech : Bill Wexler's Dog Pound
REFR 1.860-4.1%Nov 3 3:59 PM EST

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To: Bill Wexler who wrote (6937)3/1/2000 5:50:00 AM
From: JDN  Read Replies (1) of 10293
 
Dear Bill: I know you said you are going to review your COST stance, and I am awaiting the outcome of your review. In my judgement COST is unfairly included in the Retail Sector with the likes of Sears, The Gap etc. I never felt COST would be a rocket like many of the techs are but I do believe still it will account for above average market growth over the long term. They are no where near the maturity level even here in the USA and their Internet and Foreign operations are still in the Juvenile stage IMHO. I see little downside risk and steady future stock growth. JDN
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