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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: DlphcOracl who wrote (39409)	10/24/2000 8:09:34 PM
From: Rande Is	Respond to of 57584

DO, I find that holding both BBY and CC works out nicely. I believe CC is the better value here, as they will do better selling more media than freezers. And Briefing.com is correct that BBY will get some of that appliance biz. But I believe both to be undervalued, compared to the 4th quarter results I expect them both to post. I find it as strange to see these two retailers down in the dumps ahead of this next Christmas season as I do the telecoms at the start of the communications and information revolution. Rande Is