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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Kevin Podsiadlik who wrote (4226)	1/17/1999 3:17:00 AM
From: mafuada	Read Replies (1) \| Respond to of 4634

"Is it not enough that we take the word of the restaurants who said "no" to it in droves? " Agreed, did not sell many. But how many could you sell with a salesforce of 8 (prior to MYG)? Most of the time the majority of those 8 were occupied with Whitbread. Sales of commercial oven are not even factored into TRBO or MYG estimates...only HOME OVEN. However, with MYG salesforce recently taking over commercial sales we might even make some money there. Latest indications are home oven will roll out earlier than expected. "For that matter, the Maytag relationship is over fifteen months old now and nothing has come of it. The current contract runs out in March. Maytag can basically shut TRBO down at that time simply by not renewing. Don't forget that." This comment just goes to show how little research you have done on TRBO. Yes it shows ignorance. The money stops in March but not the relationship. I wouldnt be surprised myself if they extended the payments until several months after the home oven rollout. If they dont yes there will be a "dip" in earnings 2nd and 3rd quarter. Also, see latest MYG announcement 1/15. Buying Jade appliance manufacture. Jade makes high end ranges. In same press release TurboChef is mentioned. Ok so over the last 15 months MYG makes deal with TurboChef, then Blodgett, now Jade. 2+2=4 folks. Basically the shorts are betting the home oven wont sell. Im going with what i have seen with my own two eyes as well as what MYG has supported in their estimates for 2000. Rob "I still have not met a soul to this day that has seen the oven and is a short" King