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

To: peter michaelson who wrote (6954)	4/26/1999 12:01:00 AM
From: LauA	Read Replies (1) \| Respond to of 78476

I was cruising this week's folio of Value Line and the 'relative' value of Office Max versus Office Depot and Staples popped out. I recently bought a couple of things at a couple of Office Max stores and thought that the prices were better than at Office Depot and Staples. Value Line says OMX has been hurt by losses from computer inventory - which they are correcting by limiting themselves to CPQ and IBM. The ROE on OMX are significantly less than the other two. Any insight? Lau

To: peter michaelson who wrote (6954)	4/26/1999 9:10:00 AM
From: Bob Rudd	Read Replies (2) \| Respond to of 78476

That ebay site looks interesting...I've heard those auctions can be addicting. How do they make sure you really get what you pay for? By automatic shoppers I presume you're refering to shopbots like uvision.com bestbookbuys.com Some online resellers, the high priced ones, block them out, but basically they increase competitive pressure by reducing search costs to nearly nothing once the consumer finds the site. Using a search engine [net 101] makes that pretty easy. A supporting cultural theme, IMO, is aggressive shopping where getting a bargain is kinda the goal of the game. I think a lot of folks that can easily afford to pay more, look for super bargains [Great value, not just cheap] on stuff they buy and see finding same to be win beyond just the savings. I would fit that profile, as would, I suspect, many value investors.