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Non-Tech : Delias (DLIA) -- Ignore unavailable to you. Want to Upgrade?

To: Alex Mt who wrote (346)	1/23/2000 9:58:00 AM
From: Herc	Respond to of 367

Also iTurf teamed up with Rioport, one of the leading MP3 sites. I own some SIII, which bought DIMD in the fall and its Rio division. Also just last week I finally got my Rio 500 player which really kicks ass. Downloads to music files on my computer from either the web or my music CD's is very easy as is transferring selected songs to my Rio 500. I think Rio is well positioned to be the dominant MP3 site because they have the best player now and have partnered with Viacom, parent of MTV and VH1. Also my 11 y/o daughter ordered some really cute stuff from DLIA for X'mas. Most of the teenage girls I've polled have either ordered stuff from DLIA's or heard of it. Also, DLIA is one of the featured retailers for teenage girls on both AOL and MSN. Also, and most significantly, my 11 y/o really knows her way around the web which bodes well for e-retailers. Which bring me to my point, that the last time I figured the value of DLIA's 66% stake in iTurf it was worth around $12/share. With iTurf up it's worth even more. With DLIA trading around $ 8, the mkt. values DLIA at -$4 share, factoring in their stake in iTurf. So you are getting their brick and mortar shops and their dominance in teenage girl web retailing for -$4/share. Things like this seem to happen all the time because all the fund managers own all the same stocks and all the investors who call into CNBC and CNNFN all ask about the same stocks. The fund managers have to cover their asses and can't take chances, but that's where the real money is in investing. In other words, DLIA is a gift from God, and were I not fully invested I would be plowing money into DLIA. And I believe the first quarter of last year they reported earnings of more than $1/share because this quarter includes the X'mas season. I would bet it would triple by April. They seem to be doing everything right.