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

To: Mammon who wrote (1257)	1/30/1999 11:30:00 PM
From: Matt Brown	Respond to of 2489

This Should Help Everyone Sleep Better-- What Mammon just said was very true. No matter what we say on this thread, it will have no effect on stock price. That is why Anthony@P made the statement that "he will not post on PRFM until Monday." He is an extremely bright person and knows that just one person won't change the price. The people that will hear about this Monday won't even go to this thread. They could care less. They want to know what is happening then, they could care less about past info. They want ecommerce announcements. Rest easy, they will give up on Monday. Matt

To: Mammon who wrote (1257)	1/31/1999 10:38:00 AM
From: moby_dick	Respond to of 2489

Mammon: listen to your "facts" for a minute: <<FACT: The concept of selling perfume - a high-margin item - over the web, by a company with a superb, already-existing distribution system (which Amazon is still struggling with, without brick and mortar stores) is a strong one.>> RESPONSE: If perfume is such a high margin item, then why has Ilia continued to lose big bucks with both Parlux and PRFM? Seems to me he cannot run a profitable business. <<FACT: Having distribution hubs to sell globally is also a strong predictor of PRFM's future internet success.>> RESPONSE: Ilia and PRFM cannot even now correctly manage inventory in a bricks-and-mortar situation. Imagine the chaos when he has to manage the inventory for "global distribution hubs". This company will be bankrupt in a matter of months unless they change management which is unlikely given the current nepotism involved. <<FACT: Nothing you or I can say or do at this point will affect the stock price on Monday. It will depend upon a confluence of events beyond our control: ads, pr, media mentions, the site itself.>> RESPONSE: I agree but hopefully not too many naive investors will be sucked into the hype and left holding the bag. JMO, Moby.