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

To: Byelow who wrote (24)	12/20/1999 10:11:00 AM
From: Clay Takaya	Respond to of 34

Sorry, but I've been so insanely busy that I haven't had time to go to the store or even read all the material the company sent me. Am still interested and will get to the DD as soon as I can. Clay

To: Byelow who wrote (24)	12/20/1999 8:57:00 PM
From: Mr. Sunshine	Respond to of 34

<<I like the food but unlike Steve I think they are very weak in the financial department>> Byelow - You sound like you know something about the fast food biz. I have to admit that I don't. I had a few shares of Food Maker (now Jack in the Box) a few years ago, but that is about it for my experience in this sector. My DD was light on Rubio's, but I am so overweighted in High tech and have done so well this year that I thought a small diversification into a local favorite would be fun. The main purpose of my post was to try to revive this thread, which appears to have worked modestly! You stated: "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." Could you please explain this? What metrics are you using? I know their P/E is low, but I attribute that to costs of expansion. I also like that they have, so far, little or no debt. TIA for your insight. I look forward to learning! Best Regards, Steve

To: Byelow who wrote (24)	1/2/2000 6:25:00 PM
From: John Chalker	Respond to of 34

You have made some interesting points re industry comparisons. I am not sure that it's fair to directly compare RUBO to any fast food shop for the following reasons. 1. They do not use a drive thru. To control real estate costs, they locate in strip malls where space precludes a drive thru, 2.) they sell beer. My concern is with management's ability to scale up. So far, so good. Steady and controlled growth. I think it's a long term hold. The board of directors looks a little weak on horsepower however. Finally, a dead message board like this one is a hint that the stock may have bottomed out.