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Crocs Inc. Q4 2007 Earnings Call Transcript

Nothing in this transcript indicates the hit crocs took - the numbers on the contrary suggest this should have bounced 30% to the upside -

Crocs Falls 36%: Time to Buy

I agree the over reaction has all the earmarks of a deliberate campaign- nothing in the ER warrants this kind of attack - All companies should have Croc s problems - victims of their own success - this is a great company that has a huge potential in croslite their proprietary material. its future is only delayed not broken

Crocs Stock: Riding The Rollercoaster

it s all about comfort "stupid" it ain't just the shoes - it s the stuff they are made of - imagine the cockpit of a car made of this stuff for instance

Don't Get Caught With Your Crocs Down

we are all comfort seeking missiles - therein lies the success of these shoes or should I say material - the funky clog might well be a fad but the use of the material in shoes should become a standard in terms of hygiene, durability, and comfort for footwear. If the You shoe has a modicum of success then its a solid long term buy. If they are a flop - then once the look loses its appeal - we will be faced with only doctors nurses and hospital workers wearing these shoes - consider how many hospital staff wear them now - and then consider the potential numbers worldwide beyond N. America. By the way I still own and wear 3 pairs of the canadian shoe @12.99 can. Any idiot could calculate that at approx. 7$us retail -the company was still making a profit. so the addition of a strap was not burden on the profit margin per shoe. But I should also add that the material has enormous implications for the geriatric industry (I have some prototypes, for instance a toilet seat made of rebound or croslite as it is known now the seat is to die for - every obese person would love to rest their butt on one of these) There is an application for car interiors and I know that the company was developing this angle as well. So the future may not be the shoes, but the material itself. But then again remember the volkswagen beetle? damn ugly, just a fad ? and guess what - they brought it back (the bug) and the price tag - at least 2x to 3x to what they were getting back when no one would be caught dead driving one. Anyway you can always track Croc sales on the web.... based on a conservative one shoe per order - you are in for a big surprise come earnings time.