Tuesday, December 18, 2007

BBY call update

Just listened to Q3 conference call. Lots of good bits reinforcing smart consumer-experience enhancement moves.

Best moment of the call came at the end with slow-pitch clarification Q by GS analyst who wanted to make sure listeners actually heard the news that Q4 guidance calls for a 20% increase over Q4'06. That point was being lost due to calendar shift/extra week last year, etc. Worth noting.

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