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Technology Stocks : ITURF Inc. ( NASDAQ:TURF )

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To: Mohan Marette who wrote (124)4/10/1999 11:56:00 AM
From: drakes353  Read Replies (1) of 614
 
Mohan:

Still not sure on which points I was "mistaken".

You said they made money, I said they have admitted they won't be making any money. We're both right. It's the revenue growth numbers that people will focus on going forward. Such is the game in the Interent space.

I don't recall making any comments about the size of Gen Y's buying power. I don't dispute that it's there. Delia's has been operating in this space for quite a while now. The IPO will give money to iTurf to increase marketing efforts, etc., I'm just wondering who in their target market doesn't already know they exist.

As far as your cut and paste of stuff from the recent Ks goes, could you please enlighten me as to how that somehow corrected a "mistake" I might have made?

What did you find encouraging in DLIA's recent report? SG&A up 800 bp, net margin drop of 340 bp. Inventory turns dropped.

drakes353
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