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Non-Tech : EINSTEIN/NOAH BAGEL (ENBX) -- Ignore unavailable to you. Want to Upgrade?

To: john robinson who wrote (92)	11/18/1997 10:51:00 PM
From: DJ Levy	Respond to of 148

Please detail your anlaysis of the demise of ENBX. Have you considered that ENBX might be the largest and best run of the bagel chains and the weaker, less prepared competitors aren't running viable plans or cost structures? I respect well thought out comments, not flip, unsubstantiated posts such yours stating ENBX is next to fall.... "No I insist ENBX will be next! The bagel business is toast." -John Robinson- Are you saying you don't think their plans to open 150-200 stores in 1998 is viable? Are you saying their target of $460-480mm sales in 1998 and $625-650mm sales in 1999 is possible? Are you saying $30-35mm EBITDA '98 and $75-80mm in '99 is not realistic? Have you looked at the recent data the company has issued? Or, rather, are you guessing on hypothesis without factual considerations? I look forward to your substantiation of your viewpoint.