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


To: Quang Nguyen who wrote (168)2/14/1999 9:32:00 AM
From: Quang Nguyen  Read Replies (1) | Respond to of 418
 
<continued from previous message>

CNBC: And have they ever. Sales at Fragrance Counter dot-com have are up over four hundred
percent during the past year. Revenues last quarter hit one-and-a-half million dollars.

CNBC: But since there's no scratch & sniff technology on the internet, how successful can pefume
sales be? VERY, according to the company, since most shoppers consisently buy the same product, or
buy on a recommendation.

EK: Eighty-five percent of the market...is is gained for buying fragrances online.

CNBC: The Fragrance Counter charges the same prices as department stores. The company says its
selling points are convenience, product selection and free shipping.

CNBC: And Allou is also branching out from just perfumes. They've started a sister-site, Cosmetics
Counter dot-com.

EK: The market for Fragrances and Cosmetics in the Unites States is nineteen Billion dollars. Think
about if you can get five percent of that market..that smells good."

CNBC: There are other online sites for buying perfume...
(shown onscreen are samples of perfumania.com and
fragrancenet.com)
...but fragrance counter got a three year head-start on them. They like to think of themselves as the
Amazon dot-com of perfume.

CNBC: Yet other investors don't seem to view them that way...
(onscreen is the familiar chart of ALU 1 year chart)
...Allou stock price sank from over fifteen dollars to under four last year.

CNBC: It has since recovered but the executives are still frustrated.

HJ: Just based on the value as a internet company, it should be double the value that it's now or even
more.

EK<grinning>: We get no respect. We're the Rodney Dangerfield of internet stocks. And obviously,
you know, that's something we hope to change in the very near future.

CNBC: So should investors smell an IPO spin-off of fc.com in the future?

EK:<slyly grinning> I think we'd be remiss if we wouldn't be considering that.<sly grin>

[back to live]

GG: Well we should point out that there's currently no analyst coverage of Allou or fragrance counter
dot-com so independant analysis of the company is limited. The Jacobs' family owns about a fifth of
the outstanding that leaves about four-and-a-half million available to investors.

GG: And Ahh-leww closed up today one-and-an-eighth at eleven and five sixteenths."

runtime: approx. 3 1/2 minutes

Notes: This is from the Yahoo board. Thanks to the guy.
Good luck all.
b1bltn.