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To: sun-tzu who wrote (141241)	1/2/2002 9:50:45 AM
From: marginmike	Read Replies (3) \| Respond to of 436258

there is no reason CAKE should be on there. may be richly priced but you never bet agaisnt a retailer in its buildout phase(KKD) You short them when they are already everywhere and have to actually grow(Sunglass hut, Gap). Cake has 43 stores that all do a pretty robusty business, and a weak economy isnt going to deter store openings. If the open 10 stores they grow 25%, not to mention if they decide to go the Kiosk route they could do a Krispy kreme. Wouldnt short that with luc's money-ng-