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To: organicgerry who wrote (155)1/7/1999 5:05:00 PM
From: Mao II  Respond to of 337
 
Lefty: My first reaction was that this must be GNC-Rite Aid related. You're right, doesn't make any sense. Regards, M2



To: organicgerry who wrote (155)1/7/1999 6:21:00 PM
From: Beltropolis Boy  Read Replies (1) | Respond to of 337
 
>Could this be a reaction to the GNC/Rite Aid deal?

all may become crystal tomorrow <vbg>:

CNBC
The Daytime Guest List
for January 8, 1998:

8:00am Squawk Box
Lawrence Kudlow
American Skandia

William Sullivan
Morgan Stanley Dean Witter

Rick Santelli
Sanwa Futures

William Watts
General Nutrition CEO


Alexis Herman
Labor Secretary



To: organicgerry who wrote (155)1/14/1999 12:55:00 PM
From: Beltropolis Boy  Respond to of 337
 
for those interested in the replay, the CC number is cited below. culled from the motley fool board.

-----

Subject: warning
Date: 1/14/99 8:14 AM
Author: ibystander
Number: 373 of 380

I listened to most of the conference call, which was a fairly new experience for me. I can't say I was hugely impressed: JM's intitial [sic] statement was ok: straightforward, and cautiously optimistic that the problem would be corrected quickly, but IMO the company reps got a little rattled by the questions from analysts and had a hard time staying upbeat. For example someone (I think COO) said: "stock price will probably crash tomorrow. . ."; a statement which I'm sure could happily have been left unsaid. Many times management blamed themselves for poor performance. Another exec pointed out the inconsistant [sic] nature of the company's revenue growth over the years. Mackay [sic] called revenues "flat" whereas I see _some_ q-q and y-y growth even with this new number. Other similar examples, where the I feel the focus could have been directed to dealing with the specific problem, rather than these external issues.

Stock performance is not purely a function of company performance, but also of how it's communicated, if I understand the way the street works. I'd be interested in second opinions on the CC. Check it out at 800.633.8284, res number 11471114.

boards.fool.com