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To: Spekulatius who wrote (155019)	3/8/2002 1:18:06 AM
From: The Freep	Respond to of 436258

BBBY has been sending out those 20% off coupons for years and years. Remember, they're good on one item only, and many of the high priced items are excluded via a little asterisk. BBBY stores are full of impulse purchase items, and I know when I go in and use my coupon, I almost always purchase other items (some that I've been planning on buying, some that I find). My guess is that as a loss leader, so to speak, the coupon is pretty inexpensive. . . and maybe even profitable. Not to say it's not overpriced as a stock, but I don't think the 20% off coupon is an argument against them. But then again. . . I'm just a freep

To: Spekulatius who wrote (155019)	3/8/2002 9:06:29 AM
From: reaper	Read Replies (2) \| Respond to of 436258

Spek -- I don't care ACF P/E. Providian trades at 1x trailing "earnings". The estimates at ACF won't happen if credit doens't improve, fast. On BBBY, wouldn't touch that short. They are the single best managed growth retailer in the US right now. Plus they compete against morons -- Linens & Things and the department stores. It is just like Best Buy -- great company with great management competing against folks who couldn't run a friggin' dairy queen. There are 100s of POS retailers out there; don't waste your time shorting the well-managed businesses. Of course, IMHO only. Cheers