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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread. -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (21)	3/7/1999 11:54:00 PM
From: Ausdauer	Read Replies (2) \| Respond to of 194

Paul, Regarding WFMI... I used to shop at a Bread and Circus in Boston. There you can get organically grown vegetables, tofu in unimaginable variety and the like. Most people who shopped there were 60's throwbacks. Women with hairy legs and Birkenstock sandals and middle-aged men with a novel under one arm, unkempt beards and a used Volvo with a "Save the Whales" sticker on the rear bumper. I used to buy unsalted cashews there by the bucketfull and Edensoy milk during one of my soy milk phases. I know that there is a strong health food movement now with an emphasis on organically grown food and free range chickens. I have not seen any such franchises in my neck of the woods. In any case, there may be a niche mega-market for upscaled franchises catering to those that share this lifestyle committment. I noticed that WFMI has had relatively stable earnings the last several quarters and will net about 2 dollars per share this year if they stay on track. The notion of franchising is an interesting one as it could lead to sustained growth as newer regional markets are penetrated. I really don't see steady revenue growth at this point, but the stock is relatively cheap. Why are you interested in particular in WFMI? Please elaborate. Are you anticipating continued growth and for what reasons. Seems like The Street has left WFMI without paying their check. How is this stock even remotely similar to SanDisk??? Help me out here!!! Ausdauer

To: Paul Senior who wrote (21)	7/29/1999 11:13:00 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 194

I was surfing about and noticed remarks on Whole Foods. I live in Austin, where they are headquartered and where they were founded. Although I like the store and know a number of people who work there or who have worked there (for, of course, pathetically low wages in return for the freedom to have long greasy hair and one (only one) nose ring or ear ring or tongue ring...I forget the details), one of the things that has always turned me off about them is that, right here in their own back yard, they get their asses kicked day in and day out by HEB. HEB is a chain of supermarkets in Central and South Texas that is, as far as I know, still privately owned. In addition to running regular supermarkets, HEB has opened a number of high-end "Central Markets" that are basically like Whole Foods, but a little more yuppie-gourmet and a little less hippie like. They are also greatly favored by locals over Whole Foods stores, as far as I can tell. I don't know anything currently about WFMI's prospects as a stock; I am simply offering my perceptions as a local yokel. I just would never invest in a stock that can't hold a candle to a private company in its own back yard. I can say this, though: If HEB ever goes public (instead of getting bought out by Safeway like Randall's, a lower-quality supermarket from Houston, just did), I just might buy some grocery-store stock.