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Non-Tech : RAINFOREST CAFE -- Ignore unavailable to you. Want to Upgrade?


To: Dennis Vail who wrote (3757)1/7/1998 10:44:00 PM
From: daniel katcher  Read Replies (1) | Respond to of 4704
 
Dennis,

I will sleep better tonight if I know that you sold your calls at 38.



To: Dennis Vail who wrote (3757)1/7/1998 11:56:00 PM
From: Louis Cristiano  Read Replies (1) | Respond to of 4704
 
P.S. I'd like to add my own comments about all this negative news surrounding RAIN.

In less than a month, all this will be ancient history.

In less than three months, all will be forgotten.

In less than six months, the brokerage houses, after having filled their coffers with RAIN stock, will begin promoting it as undervalued.

In less than a year RAIN will be a growth stock again that everyone will be chasing.

This stock has ALWAYS bounced back. The reason is because tens of thousands of people every year are being introduced to its unique restaurant style. Before the year is out, the price will be a double from here.




To: Dennis Vail who wrote (3757)1/8/1998 12:48:00 AM
From: Derek Roth  Read Replies (1) | Respond to of 4704
 
Hi Dennis!

Well, Here I am, coming out of the woodwork again. I've never been able to determine why anyone would want to have 5 of the 7 board members having affiliations with GND and/or Lyle. To me it's simply not a healthy situation. I was going to ask the question at the past two annual meetings and decided not to, anticipating what kind of answer I'd get.

You scratch my back, I'll scratch yours.

Here I am getting nasty again.

See ya!

Derek



To: Dennis Vail who wrote (3757)1/8/1998 1:21:00 AM
From: Keith McAndrew  Read Replies (2) | Respond to of 4704
 
Dennis--agree with you 100%...TRUST and CREDIBILITY is key in any relationship, including that of a Company and its' stockholders...

While I have no problem supporting RAIN from a fundamental basis, here is what I'm pondering as I decide whether to move my stock or not:
1) is all the bad news REALLY out?? (boy, I hope so!)
2) what creative (but legal) accounting took place to get EPS to
$.23 or $.24 per share for the 4th quarter?...lots of things can
be done relating to deferrals, reserves, amortizations, etc....
3) why a 13-point drop, when the revised fundamentals might have
suggested a correction of less than half that amount?...
4) RAIN is comfortable with 1998 EPS of $1.20...so I believe that
WHY????....
5) who missed so badly on the retail business model??...I've been
to Tyson's and Grapevine (live here), and could care less about
99% of the 3,000 items in stock...heck, I even think there are
too many varieties of shirts and sweaters...I do love my pewter
key chain, though...do outlet mall shoppers want to buy from our
retail area?...not all of our sites are on Disney territory...
6) is RAIN a viable takeover candidate at this price level?...IF
the fundamentals are still solid, the Company should probably
be in play at this stock level...(why should Brinker's Int'l,
for example, build a concept, when it can buy one?)
7) is the stock dead for two quarters after the "dead cat bounce"?..
we said adios to the momentum/high growth funds today, and we're
not going to get them back (missing earnings has a long-term
impact here)...stock appreciation will come from value funds and
individuals...
8) how much management focus and $$$ will be spent to revamp retail?
9) how many dollars will be spent to promote the restaurants that
are lagging?...
10) what lessons should be learned from opening 3 restaurants in one
metropolitan area?...
and, finally.....
11) do I trust Mr. Berman with my money?...

I have no answers here, only questions...such is the life of the lonely stockholder...one promise, though--I will not completely exit out of RAIN, because the passes are GOLD to me, and I want some more!

Regards......Keith