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To: reaper who wrote (155029)3/8/2002 10:47:49 AM
From: Charles P. Hubbard  Respond to of 436258
 
I agree with you on BBBY. WSM would be a more compelling short; it has over twice the price to free cash flow, less than half the profit margin, and an even greater PE. BBBY is a market darling right now. JMHO,BWDIK, etc.



To: reaper who wrote (155029)3/8/2002 10:50:25 AM
From: ild  Respond to of 436258
 
<<<The estimates at ACF won't happen if credit doens't improve, fast.>>>
Could you please explain this? I thought that credit has been OK so far.