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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: Shane M who wrote (1031)	2/3/1999 11:33:00 PM
From: Shane M	Read Replies (1) \| Respond to of 4691

Came across this by accident concerning Mattel. The microscope sounds kindof cool. nt.excite.com Shane

To: Shane M who wrote (1031)	2/4/1999 12:19:00 AM
From: James Clarke	Respond to of 4691

Mattel: The conference call yesterday really focused on the internet. They are doing 10% of their sales direct to the customer now. If ou want to understand their internet strategy, just go to www.mattel.com or www.barbie.com and play with it. A strong hint at the end of the conference call that an IPO of Mattel.com is a possibility. CEO Jill Barad has been accused of hype before, and all I can say to that is that she is damned good at it. As long as she's around, this stock will offer value opportunities in odd years and short opportunities in even years. Guess when she'll price her options? JJC