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


To: McNabb Brothers who wrote (4012)2/12/1998 6:40:00 PM
From: John Carragher  Read Replies (1) | Respond to of 4704
 
Too bad that Prince didn't feel the same. Didn't he buy 1 million shares today of Planet Hollywood or one of the other ones.? John



To: McNabb Brothers who wrote (4012)2/13/1998 1:37:00 AM
From: Dennis Vail  Read Replies (1) | Respond to of 4704
 
Hank,

I agree with you that RAIN is a screaming buy at these prices as long as your are willing to tolerate three risks. The one is management and I've certainly said enough about that. It's also very easily solved and if and when it is I believe you'll see a gap up of $5 or more. The other is an overgrowth of 'theme' restaurants and just plain restaurants period. I think the recent PHL news may well have ended that threat. You wont see too many theme IPO's this year I reckon and with PHL cancelling they plans for expansion, I'd think RAIN has a much better chance to get set up in all the prime markets now long before they are overgrown. The final threat would be the Asia deflation or whatever crashing the economy. If the primo malls go belly up then RAIN's in serious trouble. Of course in an economic downturn of that magnitude there ain't alot of safe investments to be had.

Regards,
Dennis



To: McNabb Brothers who wrote (4012)2/18/1998 5:18:00 PM
From: Boplicity  Respond to of 4704
 
Hank, You ever eat a Rainforest Cafe. It's a one or two time event. Every single food service stock I have followed has acted like RAIN, big run only to fall down after expansion pain has set in, never (or many years down the road) to reach the high again. You are in at the wrong time like shorting DELL.

Greg