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To: Sun Tzu who wrote (185)	10/23/1998 3:31:00 PM
From: MartinF	Respond to of 10709

Hi Sun Tzu, How about Bebe stores (BEBE)...I have my eyes on it: A public company for a couple of months, existed as a private company for around 20 years. Here's a description by Microsoft Investor: Retailer bebe stores (formerly Babe, Inc.) designs and markets contemporary women's apparel and accessories, including suits, tops, pants, skirts, dresses, active wear, outerwear, handbags, and other accessories. Under the bebe and bebe moda brands, the company sells its products through about 85 retail stores in 21 states and on the Internet. The company develops most of its products in-house and markets its clothing and accessories to hip, body-conscious 18- to 35-year-old women. Some products are developed in conjunction with third-party manufacturers or are selected directly from those manufacturers' lines. Chairman, president, and CEO Manny Mashouf owns about 90% of the company. They dress up a lot of celebreties for TV shows..Alley Mcbeal, Suddenly Suzan, etc. Some facts: Latest share price: $14.375 Pct. Shares Held by Institutions 6.9% Market Capitalization $343.4M Shares Outstanding 23.9M Float 2.40M Average daily volume (000) 48 P/E Ratio 19 Past Five-year growth (percent) 73.7 Current assets (millions) 52.30 Current liabilities (millions) 16.40 Long term debt (millions) 0.08 Last 12-month EPS 0.78 Profit Margin 12% Current Ratio (mrq) 3.19 Total Debt/Equity (mrq) 0.00 Total Cash (mrq) $36.7M ($1.53 per share) Latest quaterly report, 20 oct 1998: Net sales for the first quarter of fiscal 1999 were $41.6 million, up 33.3 percent from $31.2 million reported in the first quarter a year ago. As previously reported same store sales for the quarter increased 27.0 percent. Net earnings for the first quarter were $5.3 million, up 40 percent from $3.8 million in the first quarter of fiscal 1998. First quarter earnings per share, on a diluted basis, were $0.21 on approximately 25.4 million average diluted shares outstanding. This compares with diluted earnings per share of $0.16 on approximately 23.5 million average shares outstanding in the same period a year ago. Earnings Per Share Last Quarter (Jun 98) 0.20 Surprise 82% Analyst predicts a 23.0 % earnings growth for the next 5 years compared to the RETAIL-APP/SHOE industry of 20% ( a growth industry, it seems). For a detailed Balance sheet study: marketguide.com Interview with the CFO Blair Lambert : fool.com Web site: bebe.com What do you think?

To: Sun Tzu who wrote (185)	10/23/1998 4:55:00 PM
From: Sun Tzu	Respond to of 10709

OT -- I thought this was funny. Have a nice weekend everyone. ST ============== PARIS (Reuters) - Electronic trading may be cheap, but leaning on the keyboard can be costly. A mystery plunge in the value of French 10-year bond futures on July 23 was triggered by a bank trader at Salomon Brothers in London who accidentally and repeatedly hit the "Instant Sell" button, investigators said Thursday. A wave of 145 separate sell orders sent the price diving on electronic screens. "The disputed trades arose as a result of the prolonged, unintentional and inadvertent operation of the 'Instant Sell' key," said an investigation by computer software firm Cap Gemini and security group Kroll Associates. Salomon Brothers declined to comment on any losses. ###

To: Sun Tzu who wrote (185)	10/26/1998 11:59:00 PM
From: rich evans	Read Replies (1) \| Respond to of 10709

TDFX may be too narrow a tech company and subject to the buggywhip problemsof of yesteryear. Their are lots of tech companies with good numbers which fell victim to change. Check out the intel thread post 67406 for what could be a threat i.e. There are other posts in the intel thread and telecom threads which show the risk of many of these smaller one product/area companies. So I think their is a chink in your armour when it comes to small cap techs. I guess that is why I went with the ECM stock. But even here I made mistakes buying to small a company when the big OEMs wanted to partner with global larger players. Rich