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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?


To: Bill Wexler who wrote (8977)2/11/2003 1:27:19 PM
From: Dale Baker  Read Replies (2) | Respond to of 10293
 
FWIW, CC lacks the "moat" Buffett likes in his picks. It's an intensively competitive business - net profit margins around 1% for ttm. Anybody with a warehouse and a storefront can jump in.

Think about anything you can buy at CC then imagine how many other places you can buy the same stuff in a store or online.

Good luck.



To: Bill Wexler who wrote (8977)2/11/2003 1:31:41 PM
From: Jorj X Mckie  Read Replies (2) | Respond to of 10293
 
Is it true that REFR's product is just a bunch of taped together 70s era polarizing aviator lens sunglasses?



To: Bill Wexler who wrote (8977)2/11/2003 8:47:23 PM
From: Hank  Read Replies (2) | Respond to of 10293
 
Bill,

CC is a dead end street much like CompUSA was. Remember that one? They don't have anything I can't get cheaper someplace else. BestBuy is eating their lunch.