SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (70391)11/11/1999 3:00:00 PM
From: BSGrinder  Read Replies (1) | Respond to of 132070
 
Michael,
Have you noticed AMAT's moon shot recently? PE=164? What is your scenario for this particular roman candle? When is poot time?
Thanks,
/Kit



To: Knighty Tin who wrote (70391)11/11/1999 3:09:00 PM
From: PaperChase  Read Replies (2) | Respond to of 132070
 
I'm sure the below quote is just a result of channel stuffing as well. <g> Given the inventory problems at Ingram, and CompUSA, just where is AMD stuffing the channel? Under the deranged nuclear winter theory this shouldn't be happening.

"Advanced Micro Devices Inc. (NYSE:AMD -
news) Chairman and Chief Executive W.J. Sanders said on Thursday that business ``looks terrific' and the integrated circuits maker should break even in the fourth quarter."



To: Knighty Tin who wrote (70391)11/11/1999 5:22:00 PM
From: re3  Read Replies (1) | Respond to of 132070
 
a certain bookstore (a real one) round here is down by half from its peak...silly me i didn't short it...you think they could at least clean up the graffiti in the washroom in the flagship shop and get some clerks who don't talk on the phone all day...

i am surprised amzn hasn't bought out a retailer of the bricks and mortar variety...



To: Knighty Tin who wrote (70391)11/12/1999 8:04:00 AM
From: re3  Read Replies (2) | Respond to of 132070
 
rotflmao

Message 11898083



To: Knighty Tin who wrote (70391)11/12/1999 12:59:00 PM
From: Dave Feldman  Read Replies (2) | Respond to of 132070
 
Not too personal at all, Mike.

In the toy business, merchandise is almost always bought on a nonreturnable basis, so virtually all vendors buy the games/toys at approximately the same wholesale cost (this is not true of the book business where most bookstores buy books with a 100% refund privilege -- accounts that buy on a nonreturnable basis pay slightly less for their merchandise, and authors receive correspondingly less).

My game theoretically "lists" for $36.00. I've seen it sold from everything from 19.99 to full list price. What an amazing spread. I believe retail accounts pay approximately $18.00 for the game, so you can see how wafer-thin the profit margin is. No way Amazon is making money by selling my game for $20.