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Non-Tech : Office Product Stocks - ODP/SPLS/OMX/VKNG/CEXP/OFIS/BOP -- Ignore unavailable to you. Want to Upgrade?

To: straight-->arrow who wrote (279)	9/3/2000 11:30:06 AM
From: Robert Douglas	Read Replies (1) \| Respond to of 297

How do insider trades answer the question as to whom is winning the competitive battle? I think that same store sales growth is more telling. By this measure, ODP is getting beaten severely. I worry about COST (which I own) and WMT hurting margins, but as of yet, I don't see much impact. ODP also has a higher percentage of its sales from computer equipment than SPLS. Therefore they are also vulnerable to competition from retailers like CC.