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Non-Tech : PERFUMANIA.COM . . PRFM . . .FOR LONGS ONLY -- Ignore unavailable to you. Want to Upgrade?

To: caly who wrote (442)	1/27/1999 9:18:00 PM
From: Matt Brown	Respond to of 2489

From the Yahoo! board: This seems very true. What a coincidence, something that makes sense from a Yahoo! board??? WOW!! Amazing! """"Anyone who sells their shares of prfm before the middle of next week should not be trading stock. Every company who has opened a web site in the last six months has seen a big pop befor e, at opening, and for a few days after the site has gone on line. The way INTERNET MANIA is right now don't be anxious to sell, low float ,supply and demand, this stock may not be the next ebay ,ubid ,amazon ,aol or a host of others but what if it is? Don't get to anxious. ALL stocks that are opening web sites are getting a big POP, relax and enjoy the ride. LONG on PRFM. """" I hope he is right, and according to most charts, he is! Matt

To: caly who wrote (442)	1/27/1999 9:27:00 PM
From: Matt Brown	Respond to of 2489

Yet another intelligent Yahoo! Post : ******For those of you just hearing about PRFM and interested in learning more, I am reprinting some of the highlights of my investment thesis: 1) Since this is a low float stock (1.9 mm shares), the increased interest PRFM is generating will magnify the price increase (simple supply and demand economics). And interest in the stock is increasing rapidly. 2) This story is so easy to explain and understand. And it hangs together. Selling a known product (Channel #5 et al) over the internet at a low price with a minimum of hassel. That is the future of e-commerce is all about. While I don't think the AMZN analogy another poster made is valid (talk about overvalued), I can draw some parallels in business models. 3) Leverage existing executives, warehouse facilities and advertising. Probably also lower cost of goods sold through higher volume discounts. 4) Global partnerships. I think the partnership with DG Jewelry was a great way to leverage the strategy and an indication that management is thinking. (see my other posts on why I think DGJLF is a good buy as well). 5) Domain names. This is frankly, what attracted me to PRFM in the first place. PRFM has reserved some great domain names. PRFM has gained first mover advantage. Anyhow, good luck to the longs. A word of advice to the shorts. Are you willing to get a maximum $2-3 gain at a risk of a $5 to $10 to ?? loss. The risk/reward relationship is extremely poor. Ask anyone who shorted EBAY, AMZN, AOL, UBID, etc. ******* Good review of past action! Matt