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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (45648)	2/3/1999 6:50:00 PM
From: yard_man	Read Replies (1) \| Respond to of 132070

Earlie, about 160/200 stores were the old CPU stores -- about 40/200 they acquired from Tandy. By my guesstimate -- the sales for the existing stores must be down yr-yr by ~8% when you take out the revenues attributable to the stores acquired ...

To: Earlie who wrote (45648)	2/3/1999 6:52:00 PM
From: accountclosed	Respond to of 132070

Good thing we are into the beginning of a powerful up cycle in PC sales you left off: <SSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSSS> <g>

To: Earlie who wrote (45648)	2/3/1999 8:25:00 PM
From: Knighty Tin	Respond to of 132070

Earlie, CompUSA just can't execute. Tandy either. Best Buy is deemphasizing boxes. Circuit City can't walk and chew gum at the same time. So, we have to buy CDWC stock. They are obviously selling all the boxes in America and the only beneficiaries of the boom. Wonder why the stock is heading, like the old Mountie show, "Due South?" <G> MB

To: Earlie who wrote (45648)	2/3/1999 9:47:00 PM
From: Merritt	Read Replies (1) \| Respond to of 132070

Earlie, I'm surprised you didn't mention that CPU inventories increased about 36%: Merchandise inventories 815,825 vs 520,762.

To: Earlie who wrote (45648)	2/4/1999 1:48:00 AM
From: Peter Singleton	Read Replies (2) \| Respond to of 132070

ok, Earlie, gloat all you want about the CompUSA earnings ... same store sales down, units up, but ASPs down 20% (!), inventories up, what, 60% - some huge number like that, etc etc etc. but who'm I gonna believe? You, or EVERYONE else. PCs are booming! Don't you get it? Don't you read the articles? Don't you listen to the analysts? Earlie, folks are making a bundle. This is a bull market, heck, it's a new era. This bearish talk is a real annoyance. hehehe <g> Peter data? we don't need no stinking DATA! got it? <g> ummm, nice call on what's going on in the market, btw. Is it hard to stand up and say this is "x" when everyone else swears it's "y"?