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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Bob Rudd who wrote (6215)3/5/1999 6:41:00 PM
From: sjemmeri  Read Replies (1) | Respond to of 78476
 
You're right on Best Buy - I just saw some numbers and it is
over 1/3 computer but the others are nowhere near that. I was
is Office Depot yesterday and they carry about 5 models of
desktops and 3 notebooks.



To: Bob Rudd who wrote (6215)3/5/1999 7:03:00 PM
From: James Clarke  Read Replies (1) | Respond to of 78476
 
After the bloodbath on Comp USA, I just ask, why the hell was Circuit City up 5 and trading at 57 times earnings? Anybody up for a short. ITS A LOUSY BUSINESS!

JJC



To: Bob Rudd who wrote (6215)3/5/1999 11:39:00 PM
From: Shane M  Respond to of 78476
 
Just wanted to chime in here on CPU. Have been following and think there will always be a place for the local computer superstore, especially as PCs further penetrate households who generally will prefer to buy local IMO. I hope the business model is workable because I really like going to their stores. They're especially good for smaller ticket items ($200 or less). I've bought things like software, sound card, speaker system, software, mouse, printer supplies, etc, and find that the price advantage of the internet is reduced to near irrelevence for the smaller ticket items. The way PC prices are dropping, soon the computer itself may be a small ticket item.

Something left out of the discussion is that a good portion of CPU's business is services: training and classes. Much better margins than retail.

Shane