Re: [CANSLIM] Too Much Building

From: Mendheart@aol.com
Subject: Re: [CANSLIM] Too Much Building
Date: Mon, 15 Jul 2002 15:43:18 EDT

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In a message dated 7/15/02 8:49:01 AM Mountain Daylight Time, 
dukemill@tampabay.rr.com writes:


> As for Starbucks, once they reach saturation, you watch.  They'll then
> put the squeeze on to milk (cream?) earnings out of the cash cow.  And
> so on...
> 
> Duke

I respectfully disagree on SBUX Duke.  SBUX learned the saturation game a 
long time ago.  It has the most superlative property acquisition team in the 
country.  We've heard the saturation thing many times but they're amazing at 
converting new customers in a closely well defined region.  Furthermore, they 
haven't cannibalized their store business by making coffee available in 
supermarkets.  MCD is a different cat!

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<HTML><FONT FACE=arial,helvetica><FONT  SIZE=2>In a message dated 7/15/02 8:49:01 AM Mountain Daylight Time, dukemill@tampabay.rr.com writes:<BR>
<BR>
<BR>
<BLOCKQUOTE TYPE=CITE style="BORDER-LEFT: #0000ff 2px solid; MARGIN-LEFT: 5px; MARGIN-RIGHT: 0px; PADDING-LEFT: 5px">As for Starbucks, once they reach saturation, you watch.&nbsp; They'll then<BR>
put the squeeze on to milk (cream?) earnings out of the cash cow.&nbsp; And<BR>
so on...<BR>
<BR>
Duke</BLOCKQUOTE><BR>
<BR>
I respectfully disagree on SBUX Duke.&nbsp; SBUX learned the saturation game a long time ago.&nbsp; It has the most superlative property acquisition team in the country.&nbsp; We've heard the saturation thing many times but they're amazing at converting new customers in a closely well defined region.&nbsp; Furthermore, they haven't cannibalized their store business by making coffee available in supermarkets.&nbsp; MCD is a different cat!</FONT></HTML>

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