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Non-Tech : Delias (DLIA) -- Ignore unavailable to you. Want to Upgrade?

To: Charger who wrote (215)	4/5/1999 11:59:00 PM
From: SeachRE	Respond to of 367

Delias is making FUND MANAGERS wonder about other E-commerce stocks that are making money and growing like weeds. Short-term traders are looking for yet undiscovered issues before the funds come into the picture. There are many with growing earnings out there.

To: Charger who wrote (215)	4/6/1999 12:16:00 AM
From: Kevin Podsiadlik	Respond to of 367

Let's make sure we have at least one thing clear: owning DLIA will NOT entitle you to "free" shares of TURF. (Anyway if it did, your DLIA shares would, at the time of the IPO, lose value comparable to the value of TURF, so even in this hypothetical case the bonanza would not be as great as you might think.) Admittedly this can all be a bit confusing, as iTURF is in fact a subsidiary of Delias, and not a separate company in which Delias happens to own an interest in, as was the case with, for example, Data Broadcasting and Marketwatch.com. However, unlike, for example, AT&T and Lucent, after this offering iTURF will still be part of Delias*! So, in a way, DLIA and TURF will be shares in the same company! In that sense TURF is quite an unusual IPO and some commentators have questioned whether it is fully on the up and up. Tread carefully.

To: Charger who wrote (215)	4/6/1999 4:08:00 AM
From: drakes353	Respond to of 367

Charger: If I lock in a profit and sell my shares, that means that I dont get to take advantage of the spin off on X-date, correct? IF? IF? C'mon, what are you holding out for, $50? Take the money and run. Look what happened with ZD last week or DBCC a couple of months ago or UIHIA or MALL, the parent always peaks ahead of the child's offering. Believe me, it's never, ever different this time. At this point buying or holding DLIA is a crappy way to "participate" in the TURF offering because DLIA's stock price is already discounting a TURF price of $89. At $89 TURF would be trading at 361x trailing sales, IVIL is currently going for around 153x trailing sales. First mover status in the Gen Y space doesn't justify a greater than 100% premium. DLIA will probably finish the week 30-40% lower than Monday's close. If you really want to own TURF just buy it in the open market on Thursday. A great many people holding DLIA's will be doing just that. drakes353