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To: Manfred who wrote (36060)12/29/1998 7:39:00 PM
From: Kimberly Lee  Respond to of 119973
 
Manfred, weren't you the one who kept pounding the table on SKYM when it was still in the single digits and some 35 points ago? thanks.

Personally, I don't think it's just a rumor anymore that TMAN will launch their web site soon. The company has engineered a complete turn around since late 1997. Emerging from bankruptcy, TMAN not only managed to pay off most of the debts but also turned in a surprisingly profitable quarter.

A glance at the fundamentals:
From MarketGuide, 12/18/98
Current Ratio: 4.14 Lt Dbt/Eqty 0.43
Rev (TTM) 9M EPS 0.15
Institutional net purchase in the last 3 months: 1.791M
Insiders control 47% of total outstanding shares
No insiders sale in the last year.
Insiders purchase shares in the last 4 months.

TMAN appears a tremendous sympathy play with AAGP, who's CEO will appear on CNBC around 9:45am tomorrow. Joe Kernan has already mentioned that he likes AAGP merchandise, so I expect the interview will go smoothly. Moreover, with the meteoric rise of GIII today and further expansion tomorrow, we can easily anticipate TMAN to join in as a value play in the group.

Other sympathy plays: GIII, SIRC, INTO.




To: Manfred who wrote (36060)12/30/1998 12:16:00 AM
From: Kimberly Lee  Read Replies (1) | Respond to of 119973
 
<<4) rumor has it that tman will do ecommerce too (would be logical) >>

doesn't look like much of a rumor anymore. Their site is already rich with content, and it's just a matter of time for them to finish the order entry component to make it a fully functioning Ecommerce site.

todaysman.com