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To: pcstel who wrote (99567)	5/21/2001 2:19:11 AM
From: Don Edgerton	Respond to of 152472

Interesting analysis. My thoughts were to short SBUX and long KREM. I look at SBUX as the place those laid off dot commers took their coffee and KREM as the working class SBUX. Clientele likely would include cabbies, bus drivers, Cops and NASCAR fans. Can you imagine how many KK donuts would be consumed at an off premesis set up at Daytona durng race week. KK also sells into retail distribution. 45 years ago my last stop on my paper route was a drug store soda fountain where I ususally ate a pack of 2 KK donuts and either a cherry or vanilla coke. Total bill was about 25 cents. One other positive on KREM. ML has a sell opinion on it. Guess ML got the shaft on the banking part of KREM. Very few stocks are on the ML sell list as "over valued" . Just ask Henry Blodget the valuation czar who used to prefer stocks with no earnings and high price to sales. SBUX seems to have no territories. There are 2 SBUX in downtown Honolulu a half block a part along with a couple of independent coffee and bagle shops.