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Non-Tech : The North Face (TNFI)

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To: Jerry Gogol who wrote (124)8/6/1998 9:21:00 AM
From: Barry Shore  Read Replies (2) of 236
 
Jerry
I'm still here and long. Looks like the changes of the last few months have forced me to take a longer term view of my investment. Yesterday went into a Kittery Trading Post in Maine, a large retailer of TNFI. Product line looks great. Large selectionon display. A month ago I went to outlet store in Freeport Maine (across form LL Bean). They had very little on the shelves! Does this mean selling season hasbeen so good that there are few remainders??

At any rate, big investment by new Pres. and solid product line still suggests this is not a bad investment. Needless to say I am disappointed over price action. But hq move to Colorado and new shoe venture could hold things back as they ramp-up for next growth stage.

Just my $0.02

Barry
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