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Non-Tech : American Eagle Outfitters -- Ignore unavailable to you. Want to Upgrade?

To: Ron Kline who wrote (257)	6/24/1999 9:52:00 AM
From: Alan Villalon	Read Replies (1) \| Respond to of 325

I just started looking around the retail sector and noticed AEOS and FOSL (Fossil Watches). I came across them a couple of months ago but didn't have any playing money. The FOSL board was also dead and the stock has moved from $27 to $46 in 2 months. Take a look at FOSL and you'll see that it has little debt and trading at a low PE (forward looking PE is around 22 while the company is estimated to grow 39%). AEOS also looks very attractive. Even though the last announcement about "Dawson's Creek" was not that special for all us old farts, I think it is a big thing for AEOS. Ihave to admit that I watched the show for time to time. I saw in several entertainment magazines about the show and how it was hot amongst 18-25 year olds. Trying to catch the next fad and stay young, I watched. All the clothes styles on Dawson's Creek is what you see in the GAP, Abercrombie & Fitch & J. Crew. The show uses mature language (it uses words that I haven't even used in my life yet) which appeals to the teens and young adults as try themselves to act mature and mimick the characters on the show. The clothes are hip and the show deals with every teenage and young adult problem (not like what color porsche should I buy on 90210). Anyway, my point is that we can see a surge in sales when the show really begins to take off. The show is in its 3rd season and continues to grow stronger. It had no problem taking on 90210 on Wednesday nights and it comes on (at least on the East Coast) before Fox's Party of Five. I have also noticed that my younger brother and sisters in law have been buying clothes that match up to AEOS. In Pittsburgh (AEOS Headquarters), they have a big store one of the largest malls in the area. I bought a sweater vest there and the store was jamming. Tons of people and hip music (your GAP duplicate!). However, the second largest mall in Pittburgh, did not have as much floor space but there was still a small line at the register when I went there. As AEOS expands more (esp. in CA), we will see this company begin to hit full stride. I am looking to free up some money shortly to get on board. Go AEOS!

To: Ron Kline who wrote (257)	6/25/1999 9:37:00 AM
From: Alan Villalon	Respond to of 325

From Herb Greenberg at thestreet.com Liquidation rights: Couldn't help but notice the sale of shares in American Eagle Outfitters (AEOS:Nasdaq) by the controlling Schottenstein family of Ohio, which just happened to show up the same day American Eagle, a favorite of teens, disclosed that it'll be the official clothing supplier for the Dawson's Creek TV show. Remember, these are the same Schottensteins whose family made their money in the liquidation biz. Nobody knows better than they do about buying low and selling high! (American Eagle's stock, in the past year, has more than doubled; it's up eight-fold in the past two years.) A wholesale liquidation? CFO Laura Weil says no. She says the Schottensteins have cut their stake from 60% to nearly 40% but intend to maintain control of the company. "That really is the truth," she told my assistant, Mark Martinez. "They own over 20 million shares; they are not planning to sell more than where they are today." Still, why have they sold so much? Weil says the Schottensteins were advised they didn't have to own 60% of American Eagle to maintain control of it, so why own 60% if you don't have to? (Try telling that to the shorts, who believe that in addition to knowing about liquidations, the Schottensteins know a thing or two about the fickle nature of teenagers when it comes to fashion.)