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To: marginmike who wrote (141243)1/2/2002 9:56:14 AM
From: sun-tzu  Respond to of 436258
 
i just used that as a basket to follow. wasn't my list. it's just amazing to me how they are ramping these dogs.



To: marginmike who wrote (141243)1/2/2002 10:20:27 AM
From: yard_man  Respond to of 436258
 
>>never bet agaisnt a retailer in its buildout phase<<

I agree. Higher percentage play to wait until after that ...



To: marginmike who wrote (141243)1/2/2002 11:50:02 AM
From: Knighty Tin  Read Replies (1) | Respond to of 436258
 
mm, I am also removing Coach from my hate list. Every time I walk by the store in the Galleria, the tiny shop is packed with buyers. They aren't just looky-loos, either. I think the stock is rich, but they may have some nice numbers near term.