Fatbrain.com Inc. (FATB) Message Board

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Technology Stocks : Fatbrain.com Inc. (FATB)

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To: RWReeves who wrote (319)	4/23/2000 1:10:00 PM
From: RWReeves	Read Replies (1) of 332

Update on institutional holdings in FATB. insidertrader.com More net buy-ins than out, although churn is evident. So 26% of share now held by institutions. That's good. What are they getting? Book is $3.27 and sales per share is $3.04 with 1.31 per share cash. Nobody likes dilution nowadays, so at $5 this isn't a bad deal for the likes of AMZN. I continue to think the customer loyalty to a site where they have purchased before is worth quite a bit and can't be easily duplicated by others. Franchise, it's called by Warren Buffett. This is Buy and Hold territory if they can cut the burn. Eventually they will get picked up by share hungry tigers. RWR

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