Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: Paul Berliner who wrote (433)	6/14/2000 10:01:00 AM
From: Red Heeler	Respond to of 1001

"Dunkin' Donuts was a 25-bagger between 1977 and 1986, . . ." From "One Up On Wall Street," by Peter Lynch, page 43. CC

To: Paul Berliner who wrote (433)	6/14/2000 10:03:00 AM
From: Jon Koplik	Read Replies (1) \| Respond to of 1001

Re : KREM competing with Dunkin' Donuts -- (by the way, I am not "engaging" you here just to be a wiseguy, even if it does appear otherwise). The first thing my wife and I said to each other after tasting our first KREM donuts (a few weeks ago) (AND -- at an Amoco gas station "mini-mart," meaning that the donuts were at least 8 hours old) was ... "I guess we will never again in our entire lives buy any donuts at Dunkin Donuts." There was no comparison (in our minds); the KREM ones were much better. So ... your comments about KREM vs. DUNK -- are you saying this because of different business strategy approaches that the two companies have ? (Or, market "entrenchment" ?) Or what ? Jon.

To: Paul Berliner who wrote (433)	6/15/2000 1:16:00 PM
From: Mike 2.0	Read Replies (1) \| Respond to of 1001

DD's was acquired by some British outfit, I believe, which also owns Baskin Robbins and Togo's sandwich shops, but I can't recall the name. They may ADRs but I don't know for sure. Unlike KREM, DD's have demonstrated a powerful ability to franchise. Look in proxy of KREM and you will see the company has struggled with franchising the KREM concept for quite awhile. I think the idea of selling KREM donuts thru both the KK store and grocery stores is a sure recipe for channel conflict. BTW, I have no position in KREM because I don't short stocks. Too bad the float is too small for option (put) listings though...