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Gold/Mining/Energy : Yogen Fruz IT'S ALIVE, IT'S ALIVE -- Ignore unavailable to you. Want to Upgrade?

To: Hank Stamper who wrote (1225)	3/5/1999 11:33:00 PM
From: William Whitehead Jr.	Read Replies (1) \| Respond to of 2453

I'm still a relatively small investor (15M), but advise you to stick with AGORA. They offer good advise. Whitey,

To: Hank Stamper who wrote (1225)	3/8/1999 5:22:00 PM
From: AGORA	Read Replies (2) \| Respond to of 2453

David, your efforts to keep the thread focused on fundamentals, as opposed to insults, is appreciated and hopefully acknowledged by all involved. With respect to your question, we believe the acquisition of new brands and companies will bring about many efficiencies as a result of consolidation. Most notably, efficiences brought about by centralizing production under one or as few facilities as possible. Perhaps even more important is the consolidation of management under one roof. We already had a great deal of confidence in YF management and now Richard Smith has been added to the mix. When you put this many successful people under one roof, good things will happen most of the time. If you have any doubt with respect to the efficiencies, you have to ask yourself - "is it possible that both YF and Integrated brands management were wrong about presumed economies of scale?" Remember, the people at Integrated Brands were not bought out for cash and asked to leave. They still have a large vested interest in making sure this company goes forward. We doubt the combined experience and expertise got this one wrong. Anything is possible but we doubt this applies here. For our part, we are waiting to see the results of a full novelty sales season. The April-September revenue/earnings results will be available around November. We are confident this company will re-continue it's tradition of posting record revenues and earnings. This may seem too far away and too much of a pipe dream for many but we don't mind averaging down on a good company and giving them time to recover. There is no "hope" built into this one. Only patience and confidence in the fundamentals. Strong balance sheet, strong income statement (with the exception of the past quarter) and strong management. Hey, we do our fair share of day trading - take a look at our recent acquisition of NSOL at $150.00 - but there are some good things you just have to wait for. Regards, AGORA agoracorp.com