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To: Glenn D. Rudolph who wrote (107877)9/2/2000 11:04:51 PM
From: Victor Lazlo  Read Replies (1) | Respond to of 164684
 
<<The retail chains you mention showing slowing are the ones not executing.>>

Maybe so, but even Whirlpool and Maytag are suffering from a slowdown in sales of major appliances. It may not matter which retailers are selling v. not if the slowdown is across the board.

<<I am not sure if you are teasing me or I have "picked on you" in the past?? >>

Glenn you have never insulted me or picked on me. I meant that with your many years experience in retail you have direct experience in the consumer area that I do not have, thus you could probably poke holes in my argument. Sorry I was not clear.

Victor



To: Glenn D. Rudolph who wrote (107877)9/3/2000 4:11:56 PM
From: NOW  Read Replies (1) | Respond to of 164684
 
GLENN: "The retail chains you mention showing slowing are the ones not executing": wHAT, NOT EXECUTING THEIR cfo'S?

but seriously, consumer spending needn't slow, just not rise as fast and the game will still be over: increasing costs of commodities and borrowing and decreasing rates of growth...Hmmmm