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To: reaper who wrote (74518)5/23/2003 3:51:03 PM
From: ajtj99  Respond to of 209892
 
Have you ever been in a WIN? Wow, those places are trash. Walmart will eat them alive in the same markets if they come through with those 45,000 square foot stores.



To: reaper who wrote (74518)5/23/2003 4:08:55 PM
From: Shack  Read Replies (1) | Respond to of 209892
 
I concur with aj and you on WIN. We sold to them so I had a chance to visit their operations in the Southeast. WIN have some of the worst stores I have ever been in on almost every level. It looked like most agreed as they were empty except for a few grannies wondering around with their hand baskets. Not very well run from a head office standpoint either. Employee morale was awful too, that's usually a tell-tale sign.

We also sold to Publix, their main competition in the markets I visited. Their stores were beautiful and full to gills with shoppers.

I think WIN is done.



To: reaper who wrote (74518)5/24/2003 7:29:15 AM
From: orkrious  Respond to of 209892
 
reaper, have you looked at COF lately? it just about filled a year-old gap a few weeks ago.

tia

ork



To: reaper who wrote (74518)6/3/2003 10:41:25 AM
From: Paul Shread  Respond to of 209892
 
09:58 ET UNTD and ELNK seen as benefiting from AOL defections -- Jefferies : Firm believes that despite the run up in United Online (UNTD 23.29 +0.29) share price, valuation remains attractive. Price target $30.

Must be that PE of 95. -g/ng

Multex has them trading at 17 times free cash flow, which would be reasonable except that it all seems to be depreciation. They've never had positive net income during a fiscal year, going back to 1998.



To: reaper who wrote (74518)6/4/2003 8:41:02 AM
From: MythMan  Respond to of 209892
 
geez man, a corked bat?