tag:blogger.com,1999:blog-2335748440449035592.post4319120152681222881..comments2008-01-18T13:41:04.915-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-69755498774318778532008-01-18T13:41:00.000-05:002008-01-18T13:41:00.000-05:00Thats what CROX said, inventory build up and I do believe them. It sounded like it was more of a distribution issue and timing more than anything but again its "better safe than sorry", not "I hate CROX" And what I believe and what the market believes are 2 different things. The market is right now doubting everything. <BR/><BR/>I also agree with your comment on UA. I expect it to be part of the portfolio either late 08 or early 09; hence why I follow it closely I owned it very briefly in the $60s but thank god I got out. Its just going through growing pains but its going to be a major player like Nike and a remarkable story. We just need to get the point that people don't think consumers will never spend another dime again.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-32635924577044402752008-01-18T11:01:00.000-05:002008-01-18T11:01:00.000-05:00I don't see CROX as having an inventory snafu, rather, in the last couple years the demand has exceeded supply and the retailers have demanded increased supply especially with the core products. With sales higher in summer months it makes sense to ramp up inventories ahead of time like toy manufacturers do before Christmas. I would hang on to your positions in Crocs as the global growth they experience this year, once materialized, will send this stock upward. I think UA may be a great value play once the bears back off this stock. CroxTraderAdministratorhttp://www.blogger.com/profile/00720572104843727734noreply@blogger.com