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Non-Tech : CDWI CD Warehouse -- Ignore unavailable to you. Want to Upgrade?


To: freeus who wrote (67)5/27/1998 7:18:00 PM
From: Benkea  Respond to of 550
 
CDWI has a good business model.

I think CDWI can continue to grow sales & earnings @ 100+% for a while to come. If CDWI out executes its' limited and fragmented competitors, it could become another Blockbuster. All they have to do is keep growing exponitionally and they can split or issue additional shares which will create a larger float. I think it is relatively safe to say that we are heading into to a time wherein there will be fewer compelling grow stories without the word "internet" attached which will make CDWI more attractive. Incidentally, I am pretty confident CDWI will be able to implement its' e-commerce strategy by year-end.

Anyhow, I just really like the fragmented market, progress thus far, profit margins, and growth here. I am content to sit for 12 to 36 months until it explodes beyond reasonable valuation or the story changes.

Good luck!
Ben