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Technology Stocks : ALU - Allou Health & Beauty: Another Web Play
ALU 3.4600.0%Mar 3 4:00 PM EST

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To: lifeisgood who wrote (413)2/8/2000 8:35:00 PM
From: Timoteo   of 418
 
FWIW-I think ALU is a great play right here. I assume this is the internet fulfillment play the David S. spoke about in the last conference call. Unlike FC, this is a business that probably requires less working capital and can be IPOed for good dollar. I think they have learned a great deal from their experience. The family ownership is a drag, but some net etailer with a big market cap could buy them out at 4x the current price and dramatically improve their own balance sheet and get an instant distribution business. Wishful thinking, but...

Best,

Timoteo
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