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To: Tom Hua who wrote (96)2/14/1999 6:31:00 AM
From: blankmind  Respond to of 4337
 
- Tom is correct about ALU - featured on CNBC after the market close on Friday... plus everything else,

- Allou Health (ALU) has the following going for it:
- earnings of $.80/share - marketing agreement with key Internet services and portals including America OnLine, Yahoo!, Excite, Lycos and Microsoft's MSN Shopping
- $300 mill/share in revenue
- the leading online retailer of designer fragrances for men and women
- the twist is this... per CBS article & CNBC interview, the interet part of the business is going to be spun off - hopefully in 1999
- ALU - book value is now $9.25 a share
- This is the pick of the month from the Jan '99 edition of the Prudent Speculator - the #1 rated newsletter by Forbes a couple of years ago - and the SI page for this is athttps://www.siliconinvestor.com/subject.aspx?subjectid=20399 - right now the stock is at around $11.50; was $16; should be $200+



To: Tom Hua who wrote (96)2/16/1999 5:18:00 AM
From: steve harmon - analyst  Respond to of 4337
 
i'm not a fan of one product firms and think it's too easy to get hammered

that's why amazon bought junglee and moved into "shopping" and not just "books"