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Non-Tech : CompUSA (CPU) -- Ignore unavailable to you. Want to Upgrade?

To: Arnold Layne who wrote (946)	1/4/1999 6:38:00 PM
From: Dave	Read Replies (1) \| Respond to of 3187

What was the store sales for the previous four quarters?

To: Arnold Layne who wrote (946)	1/4/1999 6:41:00 PM
From: Zoran	Read Replies (1) \| Respond to of 3187

If CPU were an Internet company, 48% rise would mean at least $48 gain.. CPU is in the middle of restructuring. I expect same store sales to decline in coming quarters also. As long as the revenues do increase there is a hope for the company. Otherwise, there are not that many companies with market cap of 60% of quarterly revenue. I don't expect a severe sell-off tomorrow. Zoran

To: Arnold Layne who wrote (946)	1/4/1999 8:28:00 PM
From: Cautious_Optimist	Read Replies (1) \| Respond to of 3187

>>>Now if only they would change their name to Comp USA.com:<<< A marketing no-brainer. Extend the CompUSA brand name to the net. They will, and they will succeed outside-their-box despite themselves. Valuations will subsequently reflect e-tail rather than pure retail to the delight of shareholders. Cause The Times They Are A Changin. One obvious advantage of stores is physical local service and training centers "hybrided" with web sales. If the market punishes the stock tomorrow -- just look at the last decline and rise from the ashes a couple years back and add in the web. A classic contrarian turnaround play IMHO. Good Luck in '99

To: Arnold Layne who wrote (946)	1/4/1999 10:31:00 PM
From: Arnold Layne	Read Replies (2) \| Respond to of 3187

A year ago they reported 36 cents share; this time the analysts are only looking for 22 cents. Total sales up 22% for the quarter compared to last year. The stock was trading over 30 at this time last year, and closed at 12 3/4 today. That 4.7% decline in same store sales is a killer though, but hopefully the price has been beaten down enough. No earnings warning, either. Tough call tomorrow, but I think a 1 1/2 point drop would be the worst we could do. I hope I'm wrong! ARNOLD