Re: [CANSLIM] Too Much Building


From: Gene Ricci <genr@swbell.net>
Subject: Re: [CANSLIM] Too Much Building
Date: Mon, 15 Jul 2002 16:42:47 -0500

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Kelly, if you can duplicate the 'taste' for 15 cents, that will be 'bad' =
for Starbuck's.=20

Now if you only could 'fix' the problem with KKD. They sell their =
doughnuts to places like Targ=E9t and when I get them, they're not the =
succulent morsels proclaimed by Tom W. they're just very overpriced =
clammy/sticky terrible doughnuts.=20


  ----- Original Message -----=20
  From: Kelly Short=20
  To: canslim@lists.xmission.com=20
  Sent: Monday, July 15, 2002 4:09 PM
  Subject: RE: [CANSLIM] Too Much Building


  Fanus- after being "employment challenged" at the beginning of the =
year I began purchasing Starbucks beans for home use (could no longer =
justify the $3.59 on a daily basis for a latte). Found that I can make =
the same thing at home, same taste, texture, everything, for about $0.15 =
a piece. Now- is that a good thing for Starbucks b/c I can buy their =
beans for home use? OR- is it BAD for Starbucks b/c I don't spend $3.59 =
on a daily basis there anymore? Too much to ponder on a day like this- I =
think I need an espresso shot at the Bucks! See ya'll tomorrow.

  -----Original Message-----
  From: Fanus [mailto:fanus13@yahoo.com]
  Sent: Monday, July 15, 2002 4:04 PM
  To: canslim@lists.xmission.com
  Subject: Re: [CANSLIM] Too Much Building


  Actually, they do make their coffee available at
  stores.  The Mineyards around the corner from where I
  live sell Starbucks frappucino's and also coffee
  beans.  The store is closing now though after Wallmart
  opened a store right next to it...

  - Fanus

  PS:  I am in Dallas too...

  --- Mendheart@aol.com wrote:
  > In a message dated 7/15/02 8:49:01 AM Mountain
  > Daylight Time,=20
  > dukemill@tampabay.rr.com writes:
  >=20
  >=20
  > > 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...
  > >=20
  > > Duke
  >=20
  > I respectfully disagree on SBUX Duke.  SBUX learned
  > the saturation game a=20
  > long time ago.  It has the most superlative property
  > acquisition team in the=20
  > country.  We've heard the saturation thing many
  > times but they're amazing at=20
  > converting new customers in a closely well defined
  > region.  Furthermore, they=20
  > haven't cannibalized their store business by making
  > coffee available in=20
  > supermarkets.  MCD is a different cat!
  >=20


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<META http-equiv=3DContent-Type content=3D"text/html; =
charset=3Diso-8859-1">
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<BODY bgColor=3D#ffffff>
<DIV><FONT face=3D"Comic Sans MS">Kelly,&nbsp;</FONT><FONT face=3D"Comic =
Sans MS">if=20
you can duplicate the&nbsp;'taste' for 15 cents, that will be 'bad' for=20
Starbuck's. </FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS"></FONT>&nbsp;</DIV>
<DIV><FONT face=3D"Comic Sans MS">
<DIV><FONT face=3D"Comic Sans MS">Now&nbsp;if you only could 'fix' the =
problem=20
with KKD. They sell their doughnuts to places like Targ=E9t and when I =
get them,=20
they're not the succulent morsels proclaimed by Tom W. they're just very =

overpriced clammy/sticky terrible doughnuts. </FONT></DIV>
<DIV>&nbsp;</DIV>
<DIV>&nbsp;</DIV></FONT></DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
  <DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
  <DIV=20
  style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
  <A title=3Dkelly.short@neoris.com =
href=3D"mailto:kelly.short@neoris.com">Kelly=20
  Short</A> </DIV>
  <DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
  =
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
 </DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Monday, July 15, 2002 =
4:09 PM</DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] Too Much =

  Building</DIV>
  <DIV><BR></DIV>Fanus- after being "employment challenged" at the =
beginning of=20
  the year I began purchasing Starbucks beans for home use (could no =
longer=20
  justify the $3.59 on a daily basis for a latte). Found that I can make =
the=20
  same thing at home, same taste, texture, everything, for about $0.15 a =
piece.=20
  Now- is that a good thing for Starbucks b/c I can buy their beans for =
home=20
  use? OR- is it BAD for Starbucks b/c I don't spend $3.59 on a daily =
basis=20
  there anymore? Too much to ponder on a day like this- I think I need =
an=20
  espresso shot at the Bucks! See ya'll tomorrow.<BR><BR>-----Original=20
  Message-----<BR>From: Fanus [mailto:fanus13@yahoo.com]<BR>Sent: =
Monday, July=20
  15, 2002 4:04 PM<BR>To: <A=20
  =
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
<BR>Subject:=20
  Re: [CANSLIM] Too Much Building<BR><BR><BR>Actually, they do make =
their coffee=20
  available at<BR>stores.&nbsp; The Mineyards around the corner from =
where=20
  I<BR>live sell Starbucks frappucino's and also coffee<BR>beans.&nbsp; =
The=20
  store is closing now though after Wallmart<BR>opened a store right =
next to=20
  it...<BR><BR>- Fanus<BR><BR>PS:&nbsp; I am in Dallas too...<BR><BR>--- =
<A=20
  href=3D"mailto:Mendheart@aol.com">Mendheart@aol.com</A> wrote:<BR>&gt; =
In a=20
  message dated 7/15/02 8:49:01 AM Mountain<BR>&gt; Daylight Time, =
<BR>&gt; <A=20
  href=3D"mailto:dukemill@tampabay.rr.com">dukemill@tampabay.rr.com</A>=20
  writes:<BR>&gt; <BR>&gt; <BR>&gt; &gt; As for Starbucks, once they =
reach=20
  saturation, you<BR>&gt; watch.&nbsp; They'll then<BR>&gt; &gt; put the =
squeeze=20
  on to milk (cream?) earnings out<BR>&gt; of the cash cow.&nbsp; =
And<BR>&gt;=20
  &gt; so on...<BR>&gt; &gt; <BR>&gt; &gt; Duke<BR>&gt; <BR>&gt; I =
respectfully=20
  disagree on SBUX Duke.&nbsp; SBUX learned<BR>&gt; the saturation game =
a=20
  <BR>&gt; long time ago.&nbsp; It has the most superlative =
property<BR>&gt;=20
  acquisition team in the <BR>&gt; country.&nbsp; We've heard the =
saturation=20
  thing many<BR>&gt; times but they're amazing at <BR>&gt; converting =
new=20
  customers in a closely well defined<BR>&gt; region.&nbsp; Furthermore, =
they=20
  <BR>&gt; haven't cannibalized their store business by making<BR>&gt; =
coffee=20
  available in <BR>&gt; supermarkets.&nbsp; MCD is a different =
cat!<BR>&gt;=20
  <BR><BR><BR>__________________________________________________<BR>Do =
You=20
  Yahoo!?<BR>Yahoo! Autos - Get free new car price quotes<BR><A=20
  =
href=3D"http://autos.yahoo.com">http://autos.yahoo.com</A><BR><BR>-<BR>-T=
o=20
  subscribe/unsubscribe, email "<A=20
  =
href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>-In=
 the=20
  email body, write "subscribe canslim" or<BR>-"unsubscribe =
canslim".&nbsp; Do=20
  not use quotes in your=20
  =
email.<BR><BR>___________________________________________________________=
_________________<BR>For=20
  your protection, this e-mail message has been scanned for =
viruses.<BR>Visit us=20
  at <A =
href=3D"http://www.neoris.com/">http://www.neoris.com/</A><BR><BR>-<BR>-T=
o=20
  subscribe/unsubscribe, email "<A=20
  =
href=3D"mailto:majordomo@xmission.com">majordomo@xmission.com</A>"<BR>-In=
 the=20
  email body, write "subscribe canslim" or<BR>-"unsubscribe =
canslim".&nbsp; Do=20
  not use quotes in your email.<BR></BLOCKQUOTE></BODY></HTML>

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Previous Article (by Subject): RE: [CANSLIM] Too Much Building "Kelly Short"
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