Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Jdaasoc who wrote (32940)	2/25/2002 12:07:22 AM
From: ajtj99	Read Replies (1) \| Respond to of 99280

jdaasoc, I've never heard an analyst (or a company official <G>) explain this cash flow stream from free merchandise. If the build-out ends, the stock will collapse. That's why HD was experimenting with the hardware store concept. They saw the end of the line with the homecenter expansion and knew they needed another growth avenue. They couldn't get the experimental hardware concept right, so they're saturating the homecenter retail landscape and pirating from their existing stores. It is a very short-sighted plan that has implosion written all over it. I give them 2-years before they announce the closing of 250 under-performing stores and a re-structuring complete with lots of one-time items.