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Non-Tech : Home Depot (HD) -- Ignore unavailable to you. Want to Upgrade?

To: Mike Wong who wrote (168)	5/22/1998 1:28:00 PM
From: Diana	Respond to of 1169

>>What do you think of LOW's business? Are they targeted at different niche than HD? Do they try to stay away from HD geographic areas, or do they compete for a different customer than HD?<< As a customer, I like/shop them both. They are located very close to one another in my city. The better product or better price can be found at either store; it pays to comparison shop. LOW has better lighting, wider aisles (a new store built to improve upon their former location). HD could benefit from doing the same thing b/c their popularity has made for crowded shopping. Although they compete for the same customers, HD "feels" more like a hardware store and LOW "feels" more like a decorating store. Both have pleasant sales personnel, but HD trains them better about products. The customer definitely wins having the two companies competing in close proximity.

To: Mike Wong who wrote (168)	5/22/1998 5:17:00 PM
From: Xpiderman	Read Replies (2) \| Respond to of 1169

HD is a better investment than LOW, if I have to pick one. HD is a much bigger company. LOW is more leveraged, means much more risk when the economy turned south. Did you notice LOW commands a lower P/E multiple while it has been growing faster? (http://www.exchange2000.com/~wsapi/investor/reply-4511583) I think the Street only gives the premium P/E multiple to leaders. Stick to the industry leader, like WAL, KO, MSFT, INTC, AMAT, CSCO..., you will get reward handsomely. Cheers, XyZ