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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (4029)	5/11/1998 8:07:00 AM
From: Wallace Rivers	Respond to of 78510

Great post, on what appears to be a HYDEA redux!

To: James Clarke who wrote (4029)	5/11/1998 11:03:00 AM
From: jeffbas	Read Replies (2) \| Respond to of 78510

Nice post. Four questions. I do not like one customer companies. They have a habit of eventually losing the customer. It was not clear if Nordstrom was the largest of many, or a dominant customer? Have you seen the shoe line with an experienced shoe-buyer of the female persuasion, to assess quality and style? You said the headquarters was leased (from some owner, I presume). Please explain how this contributes value. Isn't this someone else's asset? I think patience may really be required with this one because of the warning that went with recent quarterly release - of weak orders for the fall/winter boot line, presumably because of high inventories on hand with dealers due to extremely warm recent winter. This past quarter was very strong. It is possible that there may be four quarters in a row now of flat to down comparisons. What do you think?