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To: D.E. Shetland who wrote (3124)6/15/1998 10:07:00 PM
From: trenzich  Read Replies (1) | Respond to of 5743
 
DES, welcome back. So now you don't even know if you are going to be in Business Week. Man that's a big difference than when you gave your last statement how you were number 1 for 12 and you were going to be in the next edition (when was that 2 weeks ago). You think maybe your enthusiasm gets into all your projections.

I too would like to see your analysis Elliot, it would be nice to see an honest opinion, it seems every one here has been based on DES's spreadsheets.

Shwoooooooooooooooosh!!!!

tz



To: D.E. Shetland who wrote (3124)6/16/1998 12:19:00 AM
From: Elliot Lepler  Respond to of 5743
 
DE, I don't think I ever said I was going to work the numbers. I don't have the detailed information to do that, nor do I have the time
or inclination at this time. But I did said I would review some things. Bottom line, I can't see how anyone can justify the valuation of this company at a value much above where it is now, unless you use some very optimistic SWAG analysis. No one knows how much product this company can sell and with all the potential competition from the big boys and the cloudy patent issue and the dismal polls of parental interest and with 50,000,000 shares outstanding. Maybe it is fairly valued here, maybe not, but until they have at least a quarter or 3 of actual sales, this pure and simple is just a crapshoot. Spending a lot of money on marketing may help, but I for one will wait and see some initial results before I put money up in this market.

Good luck to you all and to all a good night.

Elliot

ps, I did see the add in the journal, but Mac I was looking for DE article, that's what I was asking about, and Mac that is what I thought you were referencing, sorry for the confusion.