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To: ild who wrote (85055)	3/24/2001 12:41:33 PM
From: Lee Lichterman III	Read Replies (1) \| Respond to of 436258

>>Who do you think is the most vulnerable retailer? << I am trying to make up my mind on this one... quote.yahoo.com CEO just filed to sell 100K chares, chart looks like it is rolling over. PE and Price sales not too bad but 7 times book? It is near it's all time high too. Good Luck, Lee

To: ild who wrote (85055)	3/24/2001 1:31:50 PM
From: patron_anejo_por_favor	Respond to of 436258

<<Who do you think is the most vulnerable retailer? Shorts or poots?>> My "faves" in retail are BBBY, BBY, AEOS, KSS and HD. Puts or shorts? Personal preference and risk tolerance dictate it. Personally I'm short AEOS right now, have a "covered poot" on BBY (Short stock and sold ootm poots that had a ridiculously high premium), and have poots on HD. Puts are less risky in that there's a defined loss (but in reality, in a bear market there's not a lot more risk in a properly-sized short position with appropriate stops, IMO). Puts also provide more leverage, but you pay for it with the premium. In other words, the choice is up to you, do your own due diligence, etc.