SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Allen Furlan who wrote (11784)1/11/2001 12:40:48 PM
From: Bob Rudd  Read Replies (1) of 78749
 
BAMM: That inventory build caught my eye too, Allen. This from the April/2000 10-K "In general, approximately 80% of the Company's inventory may be returned by the Company for full credit, which substantially reduces the Company's risk of inventory obsolescence." While this is somewhat reassuring, I still find the inventory build concerning considering that the K covers a period ending 1/29. Book inventory that isn't readily salable requires substantial markdowns and even 20% of inventory sold at a substantial loss can be troubling. As I've indicated in prior posts, I'm on the sidelines considering reentry, having exited when Borders warned. The key for me is whether the leaders, AMZN & Barnes and Noble, have called off heavy discounting competition. The recent reporting period, citing slow sales despite heavy promotion put that thesis in doubt - but doesn't kill it, IMO.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News