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To: reaper who wrote (142728)1/10/2002 8:47:21 AM
From: marginmike  Read Replies (1) | Respond to of 436258
 
Jan always slow month, resteraunt biz is down since 9/11 but at most 10-15%. Still pretty good, and after march a bunch of resteraunts will close reducing supply.



To: reaper who wrote (142728)1/10/2002 6:38:18 PM
From: ild  Read Replies (1) | Respond to of 436258
 
From ANN press release:
<<<Total store square footage at the end of the month increased 13.9 percent over the year before.>>>

If they are growing so fast does that mean they are taking market share? People are not buying 14% more dresses every year. Do they replace old small stores with new big ones? Do they competitors grow that fast? Sorry for many questions, but I was just struck by this number.
Thanx



To: reaper who wrote (142728)1/10/2002 8:26:40 PM
From: mishedlo  Respond to of 436258
 
Thanks reaper.
I have a few ANN puts but am pissed at todays rise.

As for RAD I had lep puts in April and had the value drop 90%. Yes this is a poor trade. When RAD fell back to where I was -10% or so I bailed.

Had I held I would now be up 100%.
How many have positiosns that go from -90% to up 100%.
Not may I bet. Unfortunately I can not say that either but I sure was in position.

M


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