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To: Bill Harmond who wrote (43611)3/3/1999 9:58:00 AM
From: Jan Crawley  Respond to of 164684
 
I went to SuperWalmart five times in the past 3 weeks; I really like what I see. I also ordered some Sui-shi grades from Walmart on-line last month.



To: Bill Harmond who wrote (43611)3/3/1999 10:10:00 AM
From: Mark Fowler  Read Replies (1) | Respond to of 164684
 
reduced Yhoo at 156.5 and Amzn at 127 went short on cmgi at 147 william.



To: Bill Harmond who wrote (43611)3/3/1999 10:55:00 AM
From: Glenn D. Rudolph  Read Replies (3) | Respond to of 164684
 
Wal-Mart took share with low prices and convenience, and became the number-one
player in each of its markets. That sounds familiar.

William,

It does not sound familiar if you are referring to AMZN. They do not have the low price, execution was problematic Q4 98. Finally, debt is huge.

Glenn



To: Bill Harmond who wrote (43611)3/3/1999 12:00:00 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 164684
 
William, do you happen to know, when Walmart was in its hypergrowth phase (which would have been early 80s?) - how profitable were they, relative to other retailers such as Sears.

Michelle


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