consolidation, page-8

Here is the logic

TRS face competition at brick and mortal level where they are compete on the same
level playing field and TRS is bigger and has more foot print they probably can
give competition a good run for their money and wins

Stuff TRS sell, people dont go on line and get them for 20-30% cheaper...

JBH faces different type of competition, they face leaner and cheaper competition
where they can easily undercut JBH price by a huge margin.

I havent bought anything I bought from TRS shop online but I havent shop at JBH for almost 2 years, I get everything JBH sell online at a massive discount.

I spent $5000 on Camera gears last year and dwicamera do stuff 40% cheaper than JBH and I just spent another $1000 on lenses...

I bought my Compact flash card from amazon they are 50% cheaper than JBH.

I buy my Xbox360 games from UK for 30% cheaper...
I buy my my music online from apple store

I buy my Apple producst direct from Apple unless Dickies or JBH has 10% off
and with that 10% off they not making money on Apple products...

I buy my iPod from office works after finding a cheaper place online get officeworks
to beat it by 5% because that in their trading policy, find cheaper place we beat it by
5% including online...

cables, accessories, deal extreme free shipping ...a couple hundred percent cheaper...

what do JBH do that I cant get it cheaper else where by a huge margin?

TV it close to saturation now, everyone who wants a flat screen TV probably has one
so what JBH made money in previous years is there no more and people buy TV once every
10 years... also HVN, goodguys and dickies also step up their discount on TV so it fairly
evenly distributed when people comes to buy TV ...some buy at JB some buy at HVN some buy at
dickies and good guys etc...

Dont fall in love with stock for its past and ignores all the warning signals.