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Technology Stocks : ALU - Allou Health & Beauty: Another Web Play -- Ignore unavailable to you. Want to Upgrade?

To: donss who wrote (155)	2/13/1999 10:01:00 AM
From: melinda abplanalp	Respond to of 418

Yes, Check the PRFM thread for some comments. A couple of us saw it. I thought it was a nice piece. I do not hold a position in ALU. I do hold a small position in PRFM so don't be offended by any comparisons I make to ALU. I am not putting ALU down...:) Melinda

To: donss who wrote (155)	2/13/1999 1:22:00 PM
From: blankmind	Respond to of 418

- after reading 50+ posts on yahoo, it appears that ALU is considering but not confirming a spin off - several folks said, hey, why not just let internet revenues overtake the rest & voooolaaa, it's an internet co. - all agree that this low of a p/e is ridiculous

To: donss who wrote (155)	2/13/1999 4:31:00 PM
From: Tom Hua	Read Replies (1) \| Respond to of 418

Don, I recorded the CNBC segment last night. A summary will be posted here later today. Regards, Tom

To: donss who wrote (155)	2/13/1999 9:45:00 PM
From: Tom Hua	Read Replies (1) \| Respond to of 418

Don, Here is a summary of the key points about fragrancecounter.com mentioned on CNBC Business Center last night. - FC.com, launched in 1995, is the world's largest online perfume store - COO Eli Katz struck the initial deal with AOL - In addition to AOL, FC.com has marketing agreements with Yahoo, Excite, Microsoft's MSN. (They forgot to mention Lycos) - Sales increased more than 400% during past year - Revenue last Q reached $ 1.5 million - FC charges same price as department stores. Its selling points are convenience, huge product selection, and free shipping (free gift wrapping too, per my understanding) - Sister site cosmeticscounter.com sells beauty products - Market for fragrances and cosmetics is $19 billion. - FC.com is considered the amazon.com for fragrances - FC.com has a 3-yr head start over the competition - Executives are frustrated with the stock undervaluation, but are committed to change that soon. - Spinoff of FC.com from ALU has been considered. No timetable was disclosed on the show. - ALU stock should be worth $50 at the minimum <g>(OK, this was not mentioned in the program, just my wishful thinking <g>) That's about it folks. I think shareholders of this undiscovered undervalued gem will be richly rewarded soon. Regards, Tom

To: donss who wrote (155)	2/14/1999 9:30:00 AM
From: Quang Nguyen	Read Replies (1) \| Respond to of 418

Maria Bartiromo teased the upcoming feature twice pre-show, basically saying ALU combined family values with cutting edge technology ... "combined in one company" (she raised a finger to emphasize the 'one')... Then, during the show: "and then a family that finds time to maintain tradition and also finds time to run the worlds largest online perfume store..when we return." "Coming up next, tradition and tech-savvy help propel FragranceCounter.com into a league of its own" (with an offhand comment by Tyler M. "anything dot-com.") The feature... Maria B: Well, just in case you didn't know it, there's only one shopping day until Valentines ...guys, and if you're still looking for that one perfect gift - perfume is always a classic choice. Thanks to technology, more and more people are turning to the internet to buy their favorite fragrance. In fact, Cyber Sales in the perfume business have sky rocketed over the past year. Garret Glaser joins us now with a look at the number One online perfume store." [Garrett makes some sweet nothing remarks regarding Maria B's scent..Maria B. giggles & blushes] GG: When you think of hot internet companies, what comes to mind? Hip-young execs..cutting-edge workplaces? Tonight we're gonna introduce you to Fragrance Counter dot-com, it's an internet company that combines the old-world and the new in a very successful mix. [roll tape] GG narrating / CNBC: Say hello to the top executives at the number one online website for perfume sales. CNBC: Victor Jacobs and his sons run - Ahh-leww - a company that distributes health and beauty aids. CNBC: The firm branched out into selling perfumes online back in 1995. The COO of the company, Eli Katz made the initial deal with AOL. Eli Katz: After calling them for months, they finally said 'alright you're bugging us so much...you can sell online' CNBC: The company started it's own website Fragrance Counter dot-com and quickly locked up some strategic marketing agreements with Yahoo! eXCite and Microsoft. Eli: "You need location, location, location.. and that's what we've got." CNBC: But that rule only applies to their website. When it comes to their location of their offices, they're happy to settle for a gritty industrial park on Long Island, New York. CNBC: This no-frills approach is in keeping with the Jacob family's religous beliefs. They belong to an ultra-orthodox Jewish sect. But Being traditional doesn't mean being outdated. Herman Jacobs, Allou President: Everything that God made in this world was made to be used and you have to use it in the right way. You're talking about the internet, if it can be used to do business in it, then that's what we're going to do. <continued in next post>