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Technology Stocks : ALU - Allou Health & Beauty: Another Web Play -- Ignore unavailable to you. Want to Upgrade?


To: lifeisgood who wrote (413)2/8/2000 8:35:00 PM
From: Timoteo  Respond to of 418
 
FWIW-I think ALU is a great play right here. I assume this is the internet fulfillment play the David S. spoke about in the last conference call. Unlike FC, this is a business that probably requires less working capital and can be IPOed for good dollar. I think they have learned a great deal from their experience. The family ownership is a drag, but some net etailer with a big market cap could buy them out at 4x the current price and dramatically improve their own balance sheet and get an instant distribution business. Wishful thinking, but...

Best,

Timoteo



To: lifeisgood who wrote (413)2/8/2000 11:59:00 PM
From: Pat  Read Replies (1) | Respond to of 418
 
Thank you lifer-I can reduce my medication-maybe i'll get it from ALU...Good point about the family, but I think there's some more good news in the pipeline with bigger investors in the wings.