Hills Stores (HDS)- 7th largest retail chain Message Board

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Non-Tech : Hills Stores (HDS)- 7th largest retail chain

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To: Mr. Jens Tingleff who wrote (82)	3/13/1998 11:59:00 AM
From: Bosco	Read Replies (1) of 201

Dear Jens - a bit of clarifications, from my perspective. What I mean "up tick" in case it is what you read as "upside potentials" is sales. Also, the downgrade is against the unsecure sr debt ("usd",) which has no bearing to the common. Offhand, I ve not ascertained if it is convertibles. If so, it does have an impact. The crucial thing, regarding S&P downgrade of its usd, is perceptual. People may use S&P rationale to rate the "usd" to measure the common equity [which is valid from the total evaluation perspective.] The dispute now is to see S&P has taken both the macro and micro pictures into considerations. Retail grp is strong b/c of the strong domestic economy (possible higher consumer spending) and disinflationary potential considering the goods carried by HDS are likely asian in original. Of course, the broad brush cannot differentiate HDS and other competitors. S&P did make a comment about the incursion of the superstores. However, there is no detail analysis. In term of the $30MM built-out of its systems infrastructure, IMHO, it is necessary strategic asset to link inventory-purchasing-POS altogether to keep the co lean and mean. JMHO <g> rgds Bosco

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