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

To: Dennis Vail who wrote (3972)	2/4/1998 9:09:00 PM
From: Marshall Teitelbaum	Read Replies (1) \| Respond to of 4704

Dennis, Thanks for the update. Guess we need to keep monitoring the %sss drops over the next few qtrs. to get a better idea where it will level out. The continued amazing growth at Disney is just that, amazing. I'd like to see some of the specifics for MGM, and I'm curious to see how the next Disney store will do. For those wondering about pre-split estimates and how all went: the revised estimate from a few weeks ago was for .23-.24, below the analyst est. of .25. Post-split this equates to just over .15 to .16, and with the write off considered, they hit .16, meaning they hit the upper end of est. of .24. This would be considered good news in a market context. The continued wait on the coo/pres on the other hand..... Dennis...I saw the mention of Palisades for 3/19...how long til this date moves back again, maybe to the 19th of the next month, etc..????;) Palisades as a mall just doesn't want to actually exist, does it? Regards and happy Wednesday, Marshall

To: Dennis Vail who wrote (3972)	2/4/1998 9:52:00 PM
From: Czechsinthemail	Read Replies (2) \| Respond to of 4704

Dennis, Thanks for the recap. Did the conference call address the slow growth of revenues? I have some concern that the company isn't doing a very good job of maintaining sales momentum, which may be a key part of dropping same store sales: people may come back to the restaurant but not buy any retail items. About the stock buyback: Stock buyback: Since the 1/7 crash RAIN has bought back 730,000 common shares and 545,000 more shares in puts. RAIN now is holding 1.4 million shares in puts sales. The company has $110 million in cash and investments. Between $ 80 and $90 million in capital expenditures are planned for 1998. Do you know if RAIN still had outstanding puts at the time of the crash? If so, they may have ending up buying a lot of shares at a relatively high price (by current standards). I'm wondering about the average price on those 730,000 shares. Also, if they are planning $80 to $90 million in capital expenditures, that should use up the lion's share of existing cash and equivalents. I'm wondering if that will be sufficient to fund share repurchases and expansion without recourse to further debt or equity financing. regards, Baird

To: Dennis Vail who wrote (3972)	2/5/1998 12:50:00 AM
From: Derek Roth	Respond to of 4704

Hi guys, I was only kidding about the Minnesota companies and their recent stock plummets. Dennis, last May, at the annual meeting, Lyle indicated that he anticipated filling the Pres. slot within three months, meaning late summer of '97. Has the position been that difficult to fill, or have they not decided to fill it until recently, due to the heat being put on? It sure was nice to see some good up movement over the past couple of days, with some good volumes to support the moves. Try and keep smiling guys. This will all be behind us after the next couple of quarters pass buy, and more locations open, and the earnings and revenues continue to rise at this pace. TTFN Derek