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To: jgideon who wrote (605)	3/7/1998 10:34:00 PM
From: Dale Baker	Respond to of 118717

Hopefully Dave Furstenberg will chime in here with more info than what I have. The .52 estimate for FY99 was out before the Blockbuster deal was announced. BB has been tipped to provide an extra 50 - 100 % in revenue for RENT. Folks on the RENT thread have posed a best case where RENT makes more than .80 in the year ending 3/99 with a PE of 25. I don't know the industry well enough to say. But Viacom owns Paramount and BB, so Paramount will likely sign up with RENT soon, joining Disney which is already there. Bringing everyone in the fold would increase revenue and profit for RENT substantially. That's why it's a good 50% target from here. RENT presented at the NASDAQ conference Saturday and has meetings in New York in the coming week, including a possible followup to the small WSJ article last week. That's all the info I have for now. FWIW, I only have 500 shares.

To: jgideon who wrote (605)	3/8/1998 2:53:00 PM
From: Dale Baker	Read Replies (2) \| Respond to of 118717

How's this for a daytrading idea? Buy DELL at the open Monday when it opens way down from Friday's close, then scalp a few points when the dip buyers rush in. Nobody will believe that DELL faces pricing pressure until they announce earnings problems themselves. So far, it's "not me!" Seems to be begging for a quick in and out. I couldn't recommend a long term move into DELL with the current PC market. But I did this with ALK a few weeks ago on the Iraq diplomatic news and made two points overnight. Also, I bought INEL based on the possible Xerox buyout. Now Xerox says they will pay $7.60 per share. INEL closed at 7 1/8. E*Trade tells me I don't have to sell, just wait for the cash to be deposited in my account when the deal closes. Damn near a sure half-point for anyone who wants it. Only risk factor is the deal falling through, which is minimal.

To: jgideon who wrote (605)	3/9/1998 8:56:00 AM
From: Emec	Read Replies (1) \| Respond to of 118717

Let me fill you in a bit. I have followed RENT for 8 years. The estimate for next year by Stonegate assumed a) no Blockbuster, b) no Disney new plan and c) no new studios. The projected increase was based on their regular store % increase of 20% and UK deal. Stonegate's estimate for 3/99 assuming they do get additional studios (which by the way is a given, particularly Paramount) was $1.10. This number is out the window now. Blockbuster should easily add over $100 million in annual revenue. Disney's new plan could add an additional $50+ million annually. Stonegate should have revised estimates out this week. I would expect them to be in the range of $1.75 per share. I will let you know when I find out. Also, RENT is in NYC today and Tuesday and I expect coverage some some big boys. In Boston on Tuesday. I'm sure you know who is in Boston. As far as additional growth, RENT has barely scratched the surface. They still only account for about 20% of the rental market.