Go to Jeff Salisbury LWGate Home Page.From: "Kelly Short" <kelly.short@neoris.com>
Subject: RE: [CANSLIM] Too Much Building
Date: Tue, 16 Jul 2002 08:52:26 -0500
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So- to keep this an investment oriented thread- we have established that =
Starbucks indeed over saturates the market in some areas and is guilty =
of using the Wal-Mart "kill the little guy" strategy. Still- their =
growth overseas seems to be tremendous- more popular in Japan than in =
America- is that possible? Yikes! How about this: Starbucks and Krispy =
Kreme in the same store! (What- they sell books here?) As for the =
recipe, see below:
=20
Starbucks Espresso blend - recommended amount, use whole bean and burr =
grinder, grind fresh every morning, use tamper to set grind
Ghiradelli Fudge - two shots worth (shhh- don't tell SBUX)
Good espresso machine (make sure it gets hot enough)
Fat free, organic milk steamed to 160 degrees (170 if you like it very =
hot, but not more than 170 or the milk starts to burn)
Bottled Water - this one is extremely important! Tap doesn't cut it!
=20
Enjoy!
=20
- -----Original Message-----
From: Donald Wallker [mailto:dougald@dmv.com]
Sent: Tuesday, July 16, 2002 6:28 AM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] Too Much Building
By the way - my Wife and I are also fond of Starbucks Coffee. However =
we find the Breakfast Blend to be weak. So - what we do is buy and mix =
together Starbucks French Roast and Espresso. I suggest that you try =
it. VTY Donald =20
- ----- Original Message -----=20
From: Duke Miller <mailto:dukemill@tampabay.rr.com> =20
To: canslim@lists.xmission.com=20
Sent: Monday, July 15, 2002 9:57 PM
Subject: RE: [CANSLIM] Too Much Building
I respectfully disagree: This morning I had my usual coffee with my =
bride who likes it so strong her best friends refuse to frequent her =
presence at java time. This time I ground it, to Espresso consistency: =
very fine. I knew it would blow my head off, and it did. She gasped =
with delight. The coffee: Starbucks Breakfast Blend. Two pounds for =
$16.95. Purchased at Sam's Club, Sarasota, FL. The nation's third =
largest chain, Publix, based here in Florida, has been selling SBUX =
beans for some time. 10 oz for $8.99.
=20
As for the saturation, you can convert all the customers you want. But =
EVERY store has a trading radius; when you put the same store within =
another's radius, you can convert all you want, you're stealing from =
Peter to pay Paul. =20
=20
=20
- -----Original Message-----
From: owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Mendheart@aol.com
Sent: Monday, July 15, 2002 3:43 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] Too Much Building
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!=20
_____ =20
For your protection, this e-mail message has been scanned for viruses.=20
Visit us at http://www.neoris.com/=20
_____ =20
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<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META HTTP-EQUIV=3D"Content-Type" CONTENT=3D"text/html; =
charset=3Diso-8859-1">
<TITLE>Message</TITLE>
<META content=3D"MSHTML 5.50.4916.2300" name=3DGENERATOR>
<STYLE></STYLE>
</HEAD>
<BODY bgColor=3D#ffffff>
<DIV><SPAN class=3D366054513-16072002><FONT face=3DArial color=3D#0000ff =
size=3D2>So- to=20
keep this an investment oriented thread- we have established that =
Starbucks=20
indeed over saturates the market in some areas and is guilty of using =
the=20
Wal-Mart "kill the little guy" strategy. Still- their growth overseas =
seems to=20
be tremendous- more popular in Japan than in America- is that possible? =
Yikes!=20
How about this: Starbucks and Krispy Kreme in the same store! (What- =
they sell=20
books here?) As for the recipe, see below:</FONT></SPAN></DIV>
<DIV><SPAN class=3D366054513-16072002><FONT face=3DArial color=3D#0000ff =
size=3D2></FONT></SPAN> </DIV>
<DIV><SPAN class=3D366054513-16072002><FONT face=3DArial color=3D#0000ff =
size=3D2>Starbucks Espresso blend - recommended amount, use whole bean =
and burr=20
grinder, grind fresh every morning, use tamper to set =
grind</FONT></SPAN></DIV>
<DIV><SPAN class=3D366054513-16072002><FONT face=3DArial color=3D#0000ff =
size=3D2>Ghiradelli Fudge - two shots worth (shhh- don't tell=20
SBUX)</FONT></SPAN></DIV>
<DIV><SPAN class=3D366054513-16072002><FONT face=3DArial color=3D#0000ff =
size=3D2>Good=20
espresso machine (make sure it gets hot enough)</FONT></SPAN></DIV>
<DIV><SPAN class=3D366054513-16072002><FONT face=3DArial color=3D#0000ff =
size=3D2>Fat=20
free, organic milk steamed to 160 degrees (170 if you like it very hot, =
but not=20
more than 170 or the milk starts to burn)</FONT></SPAN></DIV>
<DIV><SPAN class=3D366054513-16072002><FONT face=3DArial color=3D#0000ff =
size=3D2>Bottled Water - this one is extremely important! Tap doesn't =
cut=20
it!</FONT></SPAN></DIV>
<DIV><SPAN class=3D366054513-16072002><FONT face=3DArial color=3D#0000ff =
size=3D2></FONT></SPAN> </DIV>
<DIV><SPAN class=3D366054513-16072002><FONT face=3DArial color=3D#0000ff =
size=3D2>Enjoy!</FONT></SPAN></DIV>
<DIV><SPAN class=3D366054513-16072002><FONT face=3DArial color=3D#0000ff =
size=3D2></FONT></SPAN> </DIV>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
<DIV class=3DOutlookMessageHeader dir=3Dltr align=3Dleft><FONT =
face=3DTahoma=20
size=3D2>-----Original Message-----<BR><B>From:</B> Donald Wallker=20
[mailto:dougald@dmv.com]<BR><B>Sent:</B> Tuesday, July 16, 2002 6:28=20
AM<BR><B>To:</B> canslim@lists.xmission.com<BR><B>Subject:</B> Re: =
[CANSLIM]=20
Too Much Building<BR><BR></FONT></DIV>
<DIV><FONT face=3DArial size=3D2>By the way - my Wife and I are also =
fond of=20
Starbucks Coffee. However we find the Breakfast Blend to be =
weak. =20
So - what we do is buy and mix together Starbucks French Roast and=20
Espresso. I suggest that you try it. VTY Donald =
</FONT></DIV>
<BLOCKQUOTE dir=3Dltr=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=3Ddukemill@tampabay.rr.com=20
href=3D"mailto:dukemill@tampabay.rr.com">Duke Miller</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>=
=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Monday, July 15, 2002 =
9:57=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> RE: [CANSLIM] Too =
Much=20
Building</DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D609494801-16072002><FONT face=3DArial>I =
respectfully=20
disagree: This morning I had my usual coffee with my bride who =
likes=20
it so strong her best friends refuse to frequent her presence at =
java=20
time. This time I ground it, to Espresso consistency: very =
fine. =20
I knew it would blow my head off, and it did. She gasped with=20
delight. The coffee: Starbucks Breakfast =
Blend. Two=20
pounds for $16.95. Purchased at Sam's Club, Sarasota,=20
FL. The nation's third largest chain, Publix, based here =
in=20
Florida, has been selling SBUX beans for some time. 10 oz for=20
$8.99.</FONT></SPAN></DIV>
<DIV><SPAN class=3D609494801-16072002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D609494801-16072002><FONT face=3DArial>As for the =
saturation,=20
you can convert all the customers you want. But EVERY store =
has a=20
trading radius; when you put the same store within another's radius, =
you can=20
convert all you want, you're stealing from Peter to pay Paul. =20
</FONT></SPAN></DIV>
<DIV><SPAN class=3D609494801-16072002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<DIV><SPAN class=3D609494801-16072002><FONT=20
face=3DArial></FONT></SPAN> </DIV>
<BLOCKQUOTE style=3D"MARGIN-RIGHT: 0px">
<DIV></DIV>
<DIV class=3DOutlookMessageHeader lang=3Den-us dir=3Dltr =
align=3Dleft><FONT=20
face=3DTahoma size=3D2>-----Original Message-----<BR><B>From:</B>=20
owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com]=20
<B>On Behalf Of </B>Mendheart@aol.com<BR><B>Sent:</B> Monday, July =
15,=20
2002 3:43 PM<BR><B>To:</B> =
canslim@lists.xmission.com<BR><B>Subject:</B>=20
Re: [CANSLIM] Too Much Building<BR><BR></FONT></DIV><FONT=20
face=3Darial,helvetica><FONT size=3D2>In a message dated 7/15/02 =
8:49:01 AM=20
Mountain Daylight Time, dukemill@tampabay.rr.com =
writes:<BR><BR><BR>
<BLOCKQUOTE=20
style=3D"PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #0000ff =
2px solid; MARGIN-RIGHT: 0px"=20
TYPE=3D"CITE">As for Starbucks, once they reach saturation, you=20
watch. They'll then<BR>put the squeeze on to milk (cream?) =
earnings out of the cash cow. And<BR>so=20
on...<BR><BR>Duke</BLOCKQUOTE><BR><BR>I respectfully disagree on =
SBUX=20
Duke. SBUX learned the saturation game a long time =
ago. It has=20
the most superlative property acquisition team in the =
country. We've=20
heard the saturation thing many times but they're amazing at =
converting=20
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!</FONT>=20
</FONT></BLOCKQUOTE></BLOCKQUOTE>
<HR>
For your protection, this e-mail message has been scanned for viruses. =
<P>Visit us at <A =
href=3D"http://www.neoris.com/">http://www.neoris.com/</A>=20
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