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Non-Tech : Gymboree "GYMB" -- Ignore unavailable to you. Want to Upgrade?

To: JAG who wrote (149)	1/10/1999 9:46:00 PM
From: Marty Rubin	Respond to of 189

I know what's going on in the field. If they have inventory in their own factory, I can't testify on that. I can't look at last year because we are talking about this year. And, like computers, what was last year is obsolete compared to now. Last year is today's junk.

To: JAG who wrote (149)	1/10/1999 9:52:00 PM
From: Marty Rubin	Read Replies (1) \| Respond to of 189

Also, if people wait for a sale than the size would already be different. Children grow fast. They can wait for a sale for 3 weeks until they realize that there would be no sale. If you produced 200 shirts but was able to sell only 100, would you have the same optimism to produce more or equal the next year? Even if that is true, you should short Gap because all the people would wait for a discount from Gym. Gap had produced record sales. We all know why Gym was hurt. According to my hard-on testimony, they do seem to get their head straight. I'm sorry if you don't see that. Go tell Goldman to reverse their rating.