Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: drakes353 who wrote (263)	4/10/1999 2:29:00 AM
From: chester lee	Read Replies (2) \| Respond to of 367

Drakes, <<It's no wonder why they ended up doing this backdoor secondary, highly unlikely they could have gotten a traditional secondary done.>> Even if a traditional secondary happened, the secondary's price would probably be around 8 to 12. This is the best financial scheme I've seen yet, making discount prefers look tame and admirable. <<PS: It'll also be worth watching the insider sale activity once the window opens up after earnings. On 9/15/98 DLIA repriced most of the outstanding stock options, they now have 2,618,445 out there with a weighted strike of $6.49. DBCC insiders showed up with their selling shoes on once the MKTW spin-off was completed, will probably see the same thing here. >> If you were an insider, would you not sell at this price? Greed and morality aside, selling now just makes good monetary sense. Lastly, There is nothing more fickle, faddish and instantly obsoleted than the ever changing taste of teenager, girls in particular. What is all the rage today is tomorrows item of shame. This concept, however, works both ways. The teens are constantly on the prowl for the latest craze, fueling sales of the next fashion flurry. Yesterday's inventory is outdated and can't even be given away. There would be little if any market for obsolete inventory, since the fashion taste of non generation Y-ers have different taste. DO you remember a company called Merry-Go-Around? MGR sold girls clothing, targeting teens. They went BK years ago. The MGR symbol is no longer valid. Further rambling. Before the IPO of TURF, I can see people buying DLIA as a way of getting a piece of TURF and riding the train up. Now that the 2 companies trade seperatly, why would anybody buy DLIA, instead of TURF. chester chester

To: drakes353 who wrote (263)	4/12/1999 2:15:00 AM
From: Mad2	Read Replies (1) \| Respond to of 367

Whatever DLIA's formula is their aquisition's haven't been accretive to earnings and when you carve Screem out core business doesn't look any better year over year. This is a disjointed roll up of various means to reach their stated market, the teen girl. My two (one teen and one preteen) like to go to the mall and shop at the gap, old navy, abercrombie and fitch and claires. The projected .21/share for this qtr is about what last years quarter would have been without any merger related expenses (1.6mil booked in Jan 98 qtr). I'd like to see what is and isn't in this years Jan's qtr, and how much if any loss was packed up and sent to TURF. Mad2

To: drakes353 who wrote (263)	4/18/1999 4:16:00 PM
From: Mad2	Read Replies (1) \| Respond to of 367

Drakes, Wanted to thank you for your post of 4/10 Message 8819867 Your comments on turns provided the bear tracks to a excellent short Best regards, Mad2 PS from DLIA's 3/31/99 news release NEW YORK--(BUSINESS WIRE)--March 30, 1999--dELiAs Inc., (Nasdaq:DLIA - news), a leading marketer to Generation Y, today announced preliminary results for the fourth quarter ended January 31, 1999. For the fourth quarter, the Company stated it expects to report sales of approximately $59 million, and earnings per share of $0.21, in line with analysts' consensus estimates. The Company noted that it enjoyed strong demand for dELiAs holiday merchandise through its catalog and web sites. dELiA*s also stated that it was pleased with the performance of its recently acquired Storybook Heirlooms catalog and the improvement at its TSI Soccer subsidiary over the prior year. However, the Company said its Screeem! subsidiary continued to experience softness through the fourth quarter. the problems with Screem are evident in their 3rd Qtr 10 (see page 11 citing the past 7 quarters results) sec.gov