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Non-Tech : CompUSA (CPU) -- Ignore unavailable to you. Want to Upgrade?

To: AJ Berger who wrote (2547)	6/10/1999 11:41:00 AM
From: epicure	Read Replies (1) \| Respond to of 3187

Name calling is useless and just clutters this board. you say you are a fundamental investor- then please tell me, in detail, why you dislike CPU so much. Please compare it with a company (a value play- a company with GOOD fundamentals) you do like- so that we can understand you analysis. Although I value both viewpoints very much- I haven't seen any analysis from you to back up your views. And all the bashing of management (by both pro and con CPU groups) seems pointless to me. IMO we are in a time of transition- from strictly bricks and mortar businesses to mixed businesses- which have both retail stores and internet stores. I wonder if the mixed businesses (which CPU is trying to become) won't have an advantage over businesses that are one or the other. The physical sites, are, at the very least advertising- our CPU store is right off the freeway, and at the very least acts as a huge billboard for CPU. It also happens to be a pretty busy store- but I know that varies. As for my analysis of the fundamentals I'd say this is one of the best value plays I have found. Anyone can look at the numbers on the net- but I would like to know which numbers you have a problem with fundamentally. It can't be P/b or P/s. There is (imo only) at the most 4 points to the downside. While the upside is probably 20 (conservatively). Risk reward therefore, looks good to me. The long term stochastics are very positive. We will have an inverted head and shoulders set up if we get to the 11-14 area, then I would expect a retreat to approximately 9 1/2 to 10- and then if the inverse head and shoulders is validated a shot to the 17-20 area. For this to happen I would not want to see 5 1/2 violated.