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ajtj99

12/16/04 2:08 PM

#38444 RE: jdaasoc #38440

Wow, half of the packages! Amazing. Dell to 55 seems a good bet based on the charts, and it's one of the few old bubble stocks that has fundamentals to support that level now.

Some retailers are getting a bit more aggressive as we get closer to the end of the 4th quarter. It's an indication they aren't hitting their numbers.

Most of the retailers we deal with are close to plan, but there are some pockets of weakness.

The great American consumer loves to run up the credit card for Christmas. January will be very quiet for retail until Rapid Refunds start in the end of January.

Do you realize January is the worst month for the Grocery business? You'd think people have to eat all year around!
Diets, leftovers, and penny pinching in January. Also, no guests!