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Technology Stocks : Rubio's Darn Good Fish Tacos (RUBO) -- Ignore unavailable to you. Want to Upgrade?

To: Clay Takaya who wrote (22)	12/8/1999 5:14:00 PM
From: Mr. Sunshine	Respond to of 34

Clay, Good Luck on your DD. I am looking forward to the results. I am enthusiastic about Rubio's as a long term play. They have a strong balance sheet, a good business plan (more like Starbucks and less like Boston Chicken), a unique niche, and strong growth. Investing here helps me diversify my mostly Hi-Tech portfolio. Living in San Diego, I have gone to Rubio's several times. While not my absolute favorite place to eat, I do know several people who love it and thought it was worth a look as an investment. Here in San Diego they are heavily advertising the new shrimp/lobster burrito. I had it the other day and it was excellent. I was also very impressed by the number of customers, the customer service, the decor, etcetera. Steve

To: Clay Takaya who wrote (22)	12/20/1999 9:42:00 AM
From: Byelow	Read Replies (3) \| Respond to of 34

So Clay what did you find from your visit that you announced on 12/8 and your due diligence? I like the food but unlike Steve I think they are very weak in the financial department. I don't believe they have the horsepower to make it a national chain. So far their results are about 20% of the industry standards for fast restaurants and that does not bode well for growing the business or the stock's price. Don't get me wrong, I'm not a short but am a doubting long!