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Non-Tech : Gymboree "GYMB"
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To: JAG who wrote (149)1/10/1999 9:52:00 PM
From: Marty Rubin  Read Replies (1) of 189
 
Also, if people wait for a sale than the size would already be different. Children grow fast. They can wait for a sale for 3 weeks until they realize that there would be no sale. If you produced 200 shirts but was able to sell only 100, would you have the same optimism to produce more or equal the next year? Even if that is true, you should short Gap because all the people would wait for a discount from Gym. Gap had produced record sales. We all know why Gym was hurt. According to my hard-on testimony, they do seem to get their head straight. I'm sorry if you don't see that. Go tell Goldman to reverse their rating.
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