West Marine WMAR Message Board

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Non-Tech : West Marine WMAR

WMAR 12.97

0.0%

Sep 15 5:00 PM EST

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To: TI2, TechInvestorToo who wrote (334)	4/22/2000 1:10:00 PM
From: Dale Stempson	Read Replies (1) of 400

Thanks for the heads-up on the CC. I hope management takes this opportunity to generate some enthusiasm for the stock. Their recent press release indicated optimism for sales improvement in Q2. What interests me even more however, is the comment regarding overall gross margin increases. For Q1, I would have to believe we'll do a bit better than the consensus -0.15 estimate given that last year WMAR reported -0.16 and sales have grown (slightly). With "significant" GM improvement, and assuming expenses were under control, it would appear we're positioned to beat the street. Now the question is: Will anyone notice except this small group on SI? I won't hold my breath. One last thought, I've been reading some commentary this weekend that suggests the Microsoft earnings report and CC could prompt another tech sell-off. Who knows, but if we see the techs get hammered next week, it might be timely for an industry leading value stock like WMAR to come out with (hopefully) better than expected earnings and a positive outlook going forward. Regards - Dale

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