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Non-Tech : RAINFOREST CAFE
RAIN 2.870+0.2%10:05 AM EST

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To: Dennis Vail who wrote (215)7/22/1996 7:45:00 PM
From: Marshall Teitelbaum   of 4704
 
Dennis,

Thanks for the info on Woodroast. However, I'm a little concerned about too much to my"leisure sector," especially in what might be a little tougher market the next few months. I'm fairly secure in my RAIN holdings and
expect DANB to do well over the next 1 or 2 years, as well. Other stuff I think might be worth waiting on a little while, as the prices might get substantially better over the next few months intermittently. Good spot, btw, on KINN.
For some reason, I didn't see that they had already announced their earnings.....still find it interesting how the PEs vary so much from industry to industry. Looking forward to 8/96 for the DW RAIN opening...expect it will bring
up the profits considerably very quickly.
I don't know if you're interested in any biotechs....almost as much fun to me to evaluate as restaurants....but you may want to check out ZILA and ATIS...both with interesting prospects, although unlike the restaurants, without
any big profits yet.....I just figure the next Microsoftian companies are likely to be from that area. I just hope they don't come up with anything based on diseases originating at DANB or RAIN.
Speaking of MSFT, it beat the analysts by .02....how do you think that will effect all tomorrow? Somehow, in the intermediate future, I still think we may have to enjoy more downers than uppers.

A votre sante,

Marshall
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