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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: BigMoney who wrote (119444)	9/4/2001 4:14:53 PM
From: patron_anejo_por_favor	Read Replies (3) \| Respond to of 436258

Retail shorts, let's see... BBY for sure. Computer sales? Down. Handset sales? Down. Camcorders and TV's? Other than HDTV, Down. Maybe they'll make their quarter on the back of higher George Foreman grill sales? In addition, they been expanding square footage massively into the teeth of a recession, same mistake they made in '96-'97 when they very nearly went BK. This time they won't be able to be saved by bogus revenue recognition from pumped up computer prices "pre-rebate from Compuserve". LIN...an inferior version of BBBY, lotsa debt, lotsa problemos. COST...ContraryInvestor thinks this is overpriced, their margins are eroding (and that is NOT supposed to happen with their business model). Overowned and overloved by the MuFus. KSS...absolutely obscene valuations. Would be expensive at half the price. MIKE...hobbies are optional in a recession. Oh yeah, and don't forget HD and LOW, the soon-to-be poster children for the housing bubble implosion. Disclosure: I own puts on HD, LOW, and BBY.