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.
Non-Tech : Outerwall (OUTR), formerly Coinstar (CSTR)
OUTR 52.000.0%Sep 28 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ember who wrote (140)2/26/1998 9:02:00 AM
From: Andrew Abrams  Read Replies (1) of 351
 
The facts are:

I agree the analysts dont have aclue, but would you expect more?

I understand that the network & telcom costs are in op expenses, but they should be figured as part of the fully-loaded breakeven cost. Otherwise you can get a different breakeven point.

Understand that density plays into their hands, if it didn't there would be no story. However, the scarcity value is a factor that store managers said seems to be a draw. If there is no machine close by (in a particular town) they seem to do OK. If there is another nearby, they canibalize each other to a degree.

The managers that I spoke to specificly said that they consider the 'rebate' from CSTR machines a slotting allowance because the machines are still produceing only small amounts of revenue. They seem to feel that if they give the machines a year and they aren't up to the equivalent allowences that are given by other machines (Coke, recycling) they will change them, unless ordered otherwise by central management.

I doubt anyone will post names and numbers of those they called. Firstly its a terrible practice to swamp someone by posting his number, and second, I consider calls that we make to be proprietary to our firm, and dont give that info out either. If the shorts make up information, we all have to live with that. Its part of the process. The best we can do is make sure that whetever info that is around, from either the longs or shorts, is accurate.

Did you get any feedback on the % of the 7.5% that the stores are getting. No one would give me a good handle on those numbers.

AA
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