Go to Jeff Salisbury LWGate Home Page.From: Mendheart@aol.com
Subject: Re: [CANSLIM] Too Much Building
Date: Mon, 15 Jul 2002 15:43:18 EDT
Previous Article (by Subject): RE: [CANSLIM] Too Much Building "Kelly Short"
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- --part1_17f.b07c48d.2a647fd6_boundary Content-Type: text/plain; charset="US-ASCII" Content-Transfer-Encoding: 7bit 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! - --part1_17f.b07c48d.2a647fd6_boundary Content-Type: text/html; charset="US-ASCII" Content-Transfer-Encoding: 7bit <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. They'll then<BR> put the squeeze on to milk (cream?) earnings out of the cash cow. And<BR> so on...<BR> <BR> Duke</BLOCKQUOTE><BR> <BR> 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!</FONT></HTML> - --part1_17f.b07c48d.2a647fd6_boundary-- - - - -To subscribe/unsubscribe, email "majordomo@xmission.com" - -In the email body, write "subscribe canslim" or - -"unsubscribe canslim". Do not use quotes in your email.
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