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To: Earlie who wrote (199915)	10/24/2002 10:49:56 AM
From: Lucretius	Read Replies (3) \| Respond to of 436258

here we go... get ready to blast off... LOL rallymonkey.com

To: Earlie who wrote (199915)	10/24/2002 10:56:43 AM
From: patron_anejo_por_favor	Read Replies (2) \| Respond to of 436258

I haven't, but I believe Reaper has (and doesn't think it's bad). For now I'm holding off...they're expensive, but remain a much loved stock and are reasonably debt-free and well-managed. LIN is a different story, however....

To: Earlie who wrote (199915)	10/24/2002 11:09:12 AM
From: reaper	Read Replies (1) \| Respond to of 436258

Earlie, if you want to play that retail trend go with Linens & Things (LIN). massively inferior competitor, bad balance sheet, anemic cash flow, horrible economic returns. it is the Circuit City of the home goods market. also remember with Bed Bath their main competition is the department stores, especially Sears and Pennys. we should all be so lucky to be able to compete with such morons. Cheers

To: Earlie who wrote (199915)	10/24/2002 11:33:35 AM
From: zonder	Read Replies (1) \| Respond to of 436258

Re BBBY I have the same itch to sell BBBY but hesitate for now because: 1) While there emerge some serious issues with the US housing market re high mortgage leverage, I would hesitate to say that "the residential real estate market is (...) cooling" - just a few days ago, it was announced that housing starts surged 13.3% in September, to 16-year high. 2) There is a time lag between cooling in housing market and cooling in sales of a retailer like BBBY, who caters to homes already finished - it will follow the downturn in the housing market with about a six month lag, I would imagine. So I would suggest playing the expected downturn in housing market through mortgage lenders and homebuilders, rather than retailers like BBBY. Of course these are rather long term thoughts. If you feel BBBY will be lower in a week's time than where it is now, you are probably right. Regards, Z.