News Focus
News Focus
icon url

drmvz

01/19/06 5:31 PM

#82671 RE: Mar-Key #82666

markey...agree with your thoughts/statements. dont want to upset you mbut the sub # is more like 6-8 thousand. i am on the sidelines. more dcs and more "available" titles will be the best indicator of growth. jf has my attention for 2 more months...
icon url

Profe$$or

01/19/06 8:48 PM

#82724 RE: Mar-Key #82666

No need to apologize. I wasn't trying to be mean or hurtful when I responded to you and I hear what you're saying. I don't take it personally. However if you've been here as long as you say, and I don't doubt you, what's another 10 weeks to let all the shit hit the fan. We can then work together to sort it all out.

I have a "feeling"...that the deal between Circuit City and GNF will be more synergistic then we've imagined....I feel CC meant themselves to be the back bone for something larger. I think these recent PR's that you're seeing are a part of all this...but we need to see more.

If the plan or growth is not like I expected or imagined...I may change my trading plan as well but I really feel that this is going to be a great growth vehicle in the next 18 months.

What is holding it back thus far ARE the past mistakes and PAST service. Questions such as "How big is this CC deal? Is it for real? How far can it go and how long will it last?" are all good questions. The float, what John and Chip will be able to do....all help to create a wall of worry.

I think much more of this "canvas" will become apparent between now and before March is over.

Best of luck to you