Re: [CANSLIM] Too Much Building


From: "Alicia Lensing" <alensing@prodigy.net>
Subject: Re: [CANSLIM] Too Much Building
Date: Mon, 15 Jul 2002 18:09:05 -0500

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Gene:

I agree re:KKD.  To me there is nothing worse than an old donut.



- ----- Original Message -----=20
  From: Gene Ricci=20
  To: canslim@lists.xmission.com=20
  Sent: Monday, July 15, 2002 4:42 PM
  Subject: Re: [CANSLIM] Too Much Building


  Kelly, if you can duplicate the 'taste' for 15 cents, that will be =
'bad' for Starbuck's.=20
  =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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<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META content=3D"text/html; charset=3Diso-8859-1" =
http-equiv=3DContent-Type>
<META content=3D"MSHTML 5.00.3315.2870" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><FONT face=3D"Comic Sans MS" =
size=3D2><STRONG>Gene:</STRONG></FONT></DIV>
<DIV>&nbsp;</DIV>
<DIV><FONT face=3D"Comic Sans MS" size=3D2><STRONG>I agree re:KKD.&nbsp; =
To me there=20
is nothing worse than an old donut.</STRONG></FONT></DIV>
<DIV>&nbsp;</DIV>
<DIV>&nbsp;</DIV>
<DIV>&nbsp;</DIV>
<DIV>----- Original Message ----- </DIV>
<BLOCKQUOTE=20
style=3D"BORDER-LEFT: #000000 2px solid; MARGIN-LEFT: 5px; MARGIN-RIGHT: =
0px; PADDING-LEFT: 5px; PADDING-RIGHT: 0px">
  <DIV=20
  style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
  <A href=3D"mailto:genr@swbell.net" title=3Dgenr@swbell.net>Gene =
Ricci</A> </DIV>
  <DIV style=3D"FONT: 10pt arial"><B>To:</B> <A=20
  href=3D"mailto:canslim@lists.xmission.com"=20
  title=3Dcanslim@lists.xmission.com>canslim@lists.xmission.com</A> =
</DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Monday, July 15, 2002 =
4:42 PM</DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] Too Much =

  Building</DIV>
  <DIV><BR></DIV>
  <DIV><FONT face=3D"Comic Sans MS">Kelly,&nbsp;</FONT><FONT=20
  face=3D"Comic Sans MS">if you can duplicate the&nbsp;'taste' for 15 =
cents, that=20
  will be 'bad' for 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=20
  overpriced clammy/sticky terrible doughnuts. </FONT></DIV>
  <DIV>&nbsp;</DIV>
  <DIV>&nbsp;</DIV></FONT></DIV>
  <BLOCKQUOTE=20
  style=3D"BORDER-LEFT: #000000 2px solid; MARGIN-LEFT: 5px; =
MARGIN-RIGHT: 0px; PADDING-LEFT: 5px; PADDING-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 href=3D"mailto:kelly.short@neoris.com" =
title=3Dkelly.short@neoris.com>Kelly=20
    Short</A> </DIV>
    <DIV style=3D"FONT: 10pt arial"><B>To:</B> <A=20
    href=3D"mailto:canslim@lists.xmission.com"=20
    title=3Dcanslim@lists.xmission.com>canslim@lists.xmission.com</A> =
</DIV>
    <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Monday, July 15, 2002 =
4:09=20
    PM</DIV>
    <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] Too =
Much=20
    Building</DIV>
    <DIV><BR></DIV>Fanus- after being "employment challenged" at the =
beginning=20
    of 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=20
    piece. Now- is that a good thing for Starbucks b/c I can buy their =
beans for=20
    home use? OR- is it BAD for Starbucks b/c I don't spend $3.59 on a =
daily=20
    basis there anymore? Too much to ponder on a day like this- I think =
I need=20
    an 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=20
    coffee available at<BR>stores.&nbsp; The Mineyards around the corner =
from=20
    where I<BR>live sell Starbucks frappucino's and also =
coffee<BR>beans.&nbsp;=20
    The store is closing now though after Wallmart<BR>opened a store =
right next=20
    to 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=20
    squeeze on to milk (cream?) earnings out<BR>&gt; of the cash =
cow.&nbsp;=20
    And<BR>&gt; &gt; so on...<BR>&gt; &gt; <BR>&gt; &gt; Duke<BR>&gt; =
<BR>&gt; I=20
    respectfully disagree on SBUX Duke.&nbsp; SBUX learned<BR>&gt; the=20
    saturation game a <BR>&gt; long time ago.&nbsp; It has the most =
superlative=20
    property<BR>&gt; acquisition team in the <BR>&gt; country.&nbsp; =
We've heard=20
    the saturation thing many<BR>&gt; times but they're amazing at =
<BR>&gt;=20
    converting new customers in a closely well defined<BR>&gt; =
region.&nbsp;=20
    Furthermore, they <BR>&gt; haven't cannibalized their store business =
by=20
    making<BR>&gt; coffee available in <BR>&gt; supermarkets.&nbsp; MCD =
is a=20
    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
    =
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