tag:blogger.com,1999:blog-742295261829545451.post6148394565106152572..comments2007-12-04T12:27:50.377-05:00Adam J. Feinhttp://www.blogger.com/profile/15774296048321605590noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-742295261829545451.post-42844249246940604972007-12-04T12:04:00.000-05:002007-12-04T12:04:00.000-05:00It'll be interesting to see if HD Supply takes a customer focus (resi, commercial, industrial, etc) or a product focus (LBM, electrical, tools, plumbing, PVF, etc). The direction may impact which product segments they decide to divest of.<BR/><BR/>You're right that the LBM market is a much different market than when HD Supply went private, let alone when these companies were acquired. Other resi-oriented distributors (Stock, Ferguson) are facing the same challenges.<BR/><BR/>The electrical side is somewhat an interesting dictonomy...resi and commercial business.<BR/><BR/>At www.electricaltrends.com we've commented on this issue also, with a focus on what could happen re: HD Supply's electrical division (which they classify as under Construction, with the LBM business).<BR/><BR/>David Gordon<BR/>Channel Marketing Group<BR/>www.electricaltrends.comAnonymousnoreply@blogger.com