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Non-Tech : Krispy Kreme Doughnuts, Inc. (KKD) -- Ignore unavailable to you. Want to Upgrade?

To: Jon Koplik who wrote (427)6/13/2000 10:54:00 PM
From: Phil(bullrider)  Read Replies (1) | Respond to of 1001
 
Jon,

Did Dunkin' Donuts violate your game plan ?

I hardly think so.

Since KREM is still an infant, it is only growing into the model.

I will consider initiating a short position tomorrow.

Have fun,
Phil



To: Jon Koplik who wrote (427)6/14/2000 9:43:00 AM
From: Paul Berliner  Read Replies (3) | Respond to of 1001
 
Dunkin Donuts has no growth. It was acquired by Dairy Queen, I believe, just two years back, right before Buffet snagged DQ if I remember correctly.

Dunkin Donuts is a totally different story than Starbucks. I would put them in the same boat as 7-11 - they are less suspect to spending habits like SBUX is... Anyway, KREM cannot compete long term with Dunkin Donuts.


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