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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Shane M who wrote (7517)	6/10/1999 1:16:00 PM
From: TwoBear	Read Replies (1) \| Respond to of 78661

I believe what hurts Clayton and the other major players is that their are too many players in this field. Here alone, there is Clayton, Oakwood, Freedom, A-Plus, Luv, and at least four or five more that I don't remember the names. Evidently the barriers to entry are not to large. But, you would think that in a recession that the smaller players might get shaken out. Maybe that could be the catalyst for Clayton, Champion, etc. Recession, smaller players get shaken out, market improves, big players monopolize on the smaller players former customers. Theory only. No flames. OFF TOPIC - I believe I do remember your brother. Was that the team that the guy who transferred from Duke played on? McCaffery maybe? Scott