RE: [CANSLIM] Too Much Building

From: "Kelly Short" <kelly.short@neoris.com>
Subject: RE: [CANSLIM] Too Much Building
Date: Mon, 15 Jul 2002 10:22:58 -0500
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I agree- and Sonic (SONC) is a regular on Screen of the Day lists, all =
though it's taken a beating over the past month. It seems there should =
be a location density rating for market areas of a company- say 1 store =
per X sq.miles. Can anyone think of where I might find such a number? I =
assume that would not be covered in the SMR rating? ;)    (How would =
Microsoft rank on such a scale?)

- -----Original Message-----
From: david frank [mailto:camelot.homes@charter.net]
Sent: Monday, July 15, 2002 10:25 AM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] Too Much Building


I live in fort worth, texas, myself. i drive around the entire county on =
a
regular basis, and amazed at all the new Sonics. this is an old company, =
 an
old idea, but now building in all towns and within a mile or two of each
other, with  a lot of customers.
- ----- Original Message -----
From: "Alicia Lensing" <alensing@Prodigy.net>
To: <canslim@lists.xmission.com>
Sent: Monday, July 15, 2002 9:33 AM
Subject: Re: [CANSLIM] Too Much Building


> Sounds like we have a bunch of Texans in our CANSLIM group.   Not only =
are
> there Starbuck's on every other corner, but have you gone inside  book
> stores and found a small Starbuck's counter there?  And how about the
> grocery stores that sport the stuff?
>
>
> ----- Original Message -----
> From: "Kelly Short" <kelly.short@neoris.com>
> To: <canslim@lists.xmission.com>
> Sent: Monday, July 15, 2002 9:11 AM
> Subject: RE: [CANSLIM] Too Much Building
>
>
> While we're on the topic of too many locations- how about Starbucks! I
have
> 4 within a 2 radius. Two are a stone's throw from each other- the =
other
two
> are a full nine iron from each other. How do they define saturation? =
(and
> some pretext- I live in Ft. Worth, TX. Not exactly NY population =
density!)
>
> -----Original Message-----
> From: Kent Norman [mailto:kent_norman@yahoo.com]
> Sent: Sunday, July 14, 2002 11:48 AM
> To: canslim@lists.xmission.com
> Subject: Re: [CANSLIM] Too Much Building
>
>
> Does anyone remember the apartment building boom? I think it was in =
the
> late '80s ? I remember driving past one project after another, Several
> friends made the same comment to the effect of "I can't see why they
> are still building when the can't fill the ones they already have".
> Then I watched as several projects were boarded up and it took about =
10
> years for the demand to catch up.
>
> Now In the Dallas/Fort Worth area, we have a Wallgreens and Eckerd on
> opposite corners similar to the way gas stations once were. Home Depot
> and Lowes are playing a similar game. I have 3 HDs and 2 Lowes within
> about a 6 mile radius. I went to the Lowes last night that is further
> from my house just because it has fewer shoppers at the checkouts and =
I
> don't have to wait in line.
>
> Regards
> Kent Norman
>
>
> --- Tom Worley <stkguru@bellsouth.net> wrote:
> > I can comment on Miami (FL). Construction is still vibrant, even =
with
> > unemployment over the national average. Roads continue to be ripped
> > up, and already congested traffic further disrupted, as more and =
more
> > fiber optic cable continues to be laid. A Home Depot is being built
> > only about 4 miles from my home, will save me the longer trip to one
> > about 9 miles or so away. Location seems to me ideal, lots of
> > apartment and high value residential properties nearby.
> >
> > ----- Original Message -----
> > From: Alicia Lensing
> > To: canslim@lists.xmission.com
> > Sent: Sunday, July 14, 2002 11:04 AM
> > Subject: Re: [CANSLIM] Too Much Building
> >
> >
> > Gene:
> >
> > I, too, notice this in Dallas,  and thought perhaps it was in part
> > due to the ravages of the telecom corridor in Richardson.  However,
> > just last evening, we entertained a guest from Miami, as well as one
> > from NYC, and the subject of consumer spending arose.  I feel like
> > the situation you mention is not confined to Dallas.  Perhaps all =
the
> > refinane money has been spent, and shoppers are pulling in the =
reins.
> >
> > Alicia
> >   ----- Original Message -----
> >   From: Gene Ricci
> >   To: canslim@lists.xmission.com
> >   Sent: Saturday, July 13, 2002 9:52 PM
> >   Subject: [CANSLIM] Too Much Building
> >
> >
> >   I've been looking around the Dallas area and all I see is opening
> > of new stores and malls. Of course the old ones are empty. An =
example
> > is COSTCO.... they have 2 stores about 7 miles apart and virtually
> > brand new... both have more help than customers. Looks like to =
thirst
> > for market share hasn't taken a back seat to profits. This 'glut'
> > reminds of the gas station on every corner, not too long ago. Is it
> > just Dallas or is this happening all over?
> >
> >   Gene
> >
>
>
> =3D=3D=3D=3D=3D
> Opportunities always look bigger going than coming.
>
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