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Pastimes : KKD - Krispy Kreme
KKD 21.000.0%Aug 4 5:00 PM EST

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To: Glenn Petersen who wrote (75)6/3/2001 2:08:12 PM
From: Jon Koplik  Read Replies (1) of 214
 
Barrons conveniently ignores the fact that KKD management expects and assumes that same store sales of relatively new KK stores ALWAYS decline after the excitement and publicity of a store opening.

Based on many years of watching Barrons being WAY too early when they start trying to "talk down" a high-flying stock, I predict it is too early (still) to consider shorting KKD (and expect to have the trade go the way you want it to go (!)).

Jon.
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