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

To: Jurgis Bekepuris who wrote (8754)	10/25/1999 2:35:00 PM
From: Sam Citron	Read Replies (2) \| Respond to of 78658

Jurgis, Any opinion on PETM? Selling near BV, for whatever that is worth. Some insider buying recently. Web strategy via Idealab partnership on petsmart.com. I have purchased some catfood online from Petsmart.com a month ago and was satisfied, although I subsequently found much better prices at Pets.com, which is subsidized by AMZN, and is certainly more interested in building a customer list than profits. I believe that PETM started having problems well before the pet industry was invaded by dot coms, so this is only the latest worry. While you're are scouting around retail land, have a look at CPU also. If you have any general insights into bricks and mortar v. dot coms, I would like to hear your thoughts. Sam