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Gold/Mining/Energy : Yogen Fruz IT'S ALIVE, IT'S ALIVE -- Ignore unavailable to you. Want to Upgrade?

To: Stocker who wrote (1110)	2/3/1999 9:34:00 AM
From: telecomguy	Respond to of 2453

Tks for your take on what's driving YF down. They are all plausible and in the end -- market does what it does and theories are - theories. I guess for me, I've always tried to look at macro-fundamental-strategic changes in the company and other than their foray into the traditional grocery distribution channel, manufacturing their own products and licensing brand names to remarket, I think they have not WILDLY diversified into different businesses. They are still concentrating on the Frozen Dessert niche. And they are expanding their distribution to give themselves the critical mass, reach, product line, and manufacturing control (which should result in higher margin eventually). So a radical change in their business strategy? No. I see YF naturally evolving their company to do more than franchising/retailing business to take advantage of a fragmented, old-staid market. These monthly or quarterly fluctuations in profits cannot be a measure of a company's strength. I have followed many companies whose stock yo-yo literally 100% up or down depending on their quarterly result but in general, if the business strategy is sound and mgmt is capable of executing, the stock price inexorably move their way up - albeit in a crazy up & down cycle before the street realizes the fundamental value in the company. This hasn't happened with YF YET but I have a feeling that they have as good a chance of making the grade from Small-Cap stock to a Mid-Cap company. This is why I am in for the long-haul.

To: Stocker who wrote (1110)	2/3/1999 3:35:00 PM
From: yogi bare	Respond to of 2453

Stocker, You make good points!! I think we appreciate hearing all aspects (both good and bad) about this company. Sometimes its hard to see the negatives when your trying to hold on to the positives. A lot of us have bought this stock at different points in the last year, in fact I bet a lot of us have accumulated recently to average down. I guess time will tell. For what its worth (probably nothing...) I still seem somewhat fixated on the butterfat issue. In fact I have spent some time charting the % changes in butterfat price against changes in share price (allowing for a time lag (ie:share price reflective of butterfat prices 3 months ago or previous quarter). Seems to be a nice correlation between the two. Anyone know when the annual meeting is being held? Yogi....