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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?

To: Mad2 who wrote (1588)	2/22/1999 2:18:00 PM
From: Timoteo	Respond to of 19428

As I said, ALU is really two companies right now. Historically, I don't think the inventory bulge is significant, if you go back and look at previous 10Qs. Though just in time is the ideal, a company may intentionally build inventory for obvious reasons, or be stuck with inventory. The financials of the distribution company are a matter of record and I don't need to get into valuation 101 here. IMO its worth $8 to $10 which is what it was trading for before FC. I think the internet company is very promising. Most people who buy fragrances do not smell them-they are repeat buyers. FCs site is top notch and they are obviously trying to build a loyal customer base (at great expense no doubt). Will they ever make money on it? I think they've got about the same chance as AMZN of making money. Will the IPO make money? I'm betting yes. Best, Timoteo