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

To: Jon Koplik who wrote (564)	10/26/2000 1:29:44 PM
From: Smilodon	Read Replies (1) \| Respond to of 1001

As with most food companies, ingrediants are not the major cost item.

To: Jon Koplik who wrote (564)	11/1/2000 9:30:18 PM
From: Jon Khymn	Read Replies (1) \| Respond to of 1001

wow, kk back over $100 again, impressive. "Krispy Kreme Opens Store in Bakersfield Krispy Kreme Doughnuts Make Hot Halloween Treats" Continue to open new stores...

To: Jon Koplik who wrote (564)	11/17/2000 3:46:11 PM
From: Kevin Podsiadlik	Read Replies (1) \| Respond to of 1001

You said a couple weeks back, "I really do NOT think KREM has to worry about things like narrow margins, pricing power etc ... this sounds like an analysis that might apply to a steak house restaurant, not a donut shop." Funny, I don't think you'd have made this comparison if you'd bothered to check the basic financial statements. OSI (Outback Steakhouse): operating margin 13.7%, net margin 7.5% KREM (first two Q's reported): operating margin 8.0%, net margin 4.7% And of course, despite income more than fourteen times that of KREM, OSI only sports a market cap roughly twice that of KREM. Nice try though.