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Non-Tech : Home Depot (HD)

HD 362.30

-1.6%

Nov 14 9:30 AM EST

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To: Xpiderman who wrote (170)	5/22/1998 11:32:00 PM
From: JCS	Read Replies (1) of 1169

I agree that HD is the dominant player but LOW is doing an excellent job of differentiating themselves from HD. Remember, GM was the dominant force in autos, Kmart in retail etc. My observation is that the HD management appears to be continuing to fine tune operations to maximize margins unlike what GM and Kmart did in the past. As you suggest, LOW is highly leveraged which affects margins. HD should be able to win the low price leader battle. Link is evidence to me of HD's focus on margins but would welcome opinions from insiders as right now my money is on HD. The question is how much value does the customer place on the shopping experience? WalMart seems to prove that low cost works although I personally will shop Target instead of WalMart because of the "feel" of the store. Although I'm a long time HD shopper, right now I shop LOW because it's more convenient. HD is building near the Lowes that I go to so it will be interesting to see which attracts me when I have a choice without driving an extra ten miles. biz.yahoo.com

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