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To: David D. who wrote (58992)3/1/1999 11:05:00 AM
From: jopawa  Read Replies (3) | Respond to of 119973
 
SHG, Awad always pumps this one also, only a 1 3/8, jump on them before the interview



To: David D. who wrote (58992)3/2/1999 10:53:00 AM
From: Wayners  Read Replies (1) | Respond to of 119973
 
If BAMM has become a bit of a longer term hold, like several months or longer then the fundamental information about BAMM that is important is the sales. As we all know they kicked off their web sales before Christmas. Traditionally with their 165 plus stores, BAMM was able to grow their Sales between 10% to 20% year to year in the same quarterly periods. AMZN has been growing their sales at between 283% to 400% in the last few quarters. Until recently AMZN has found it easier to grow its sales because they were not trying to bring in over 100M a quarter in sales. Now they are and you can see the sales growth rates declining as you would expect however still bringing in 200+ sales growth is phenomenal. With BAMM its sales amounts are roughly in the same ballpart per quarter with AMZN, so AMZN has caught up with BAMM over the last couple years very quickly. BAMM's strategy is to boost their sales growth via the internet sales. If you start seeing BAMM sales numbers coming in way over the 20%, I think its stock price will rise. Its going to take time, but the sales figures are key. If you start seeing 40%, 50% or higher sales growth rates for BAMM, its stock price will take off.