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

To: Questerr who wrote (369)	5/9/1999 7:35:00 AM
From: Linda Kaplan	Read Replies (1) \| Respond to of 418

Wow. That's quite a report. May I ask you more about this license? What makes it worth $300 million? Can they sell it to another company for that amount? For any amount? Or do they have to exercise it for it to be worth anything at all? In order to exercise it do they have to start up manufacture and sales for a bunch of drugs? Are they considering doing that? Are these specific drugs? Which ones? Linda

To: Questerr who wrote (369)	5/9/1999 11:51:00 AM
From: AJ Berger	Read Replies (1) \| Respond to of 418

This is Complete Nonsense! "Allou has a very valuable license, which it was once granted long time ago, to sell drugs directly on behalf of all the major pharmaceutical companies that not many in the industry or ALU investors are aware of. These licenses are very limited, and aren't being produced anymore. The few that are out there are good forever. A company that was losing buckets of $$$, recently sold for huge sums just for this coveted license. David thinks this license is worth at least $300 million - add that to our market cap as an extraordinary gain and what do we come up with?" -whatever this "phantom license" is, if it were truely as valuable as described, it would only be through management incompetance that they would have not leveraged it by now, or had someone offer to buy them out. when it sounds too good to be true, it probably isn't true at all. also the online community is only now coming into flower. that there is some online distribution priviledge that is no longer allocated is ridiculous, as E-Commerce is only now coming into it's own. I know how desperately you ALU holders want to get your money back, but don't spread garbage in the name of company princeaples unless they are willing to publish them in company press releases or as part of their 10K or 10Q statements of company assets since if they truely were assets worthy of NYSE consideration, they would have already been inventoried officially, and not as part of some candid phone conversation with a typical shareholder. If this is the best DD you can come up with, then don't worry, institutions won't bother paying you for unsubstantiated phone gossip. I always appreciate when shareholders share their phone conversations with IR or company officials, so you'll have to forgive me for being so skeptical about these claims that you quote, I don't mean to imply that you are intentionally deceiving us. "During August 1998, Allou reached an understanding with an investment bank to consider taking TFC public; however, the valuations of TFC were not sufficient to justify an amount that would ensure TFC's long term viability. Furthermore, given the modest valuation of TFC, management was unable to attract so called first tier investment bankers." -this from a company with a $300mil license in the closet? -please...

To: Questerr who wrote (369)	5/9/1999 12:13:00 PM
From: AJ Berger	Respond to of 418

careful talking to David Shamilzadeh any CFO that would sacrifice 50% of shareholder value for a 10% gain in book value should be shot, then fired. if he could'nt raise the money for a marketing campagne, he is again incompetant. and if he has to hide his failings by selling speculative growth company assets to save face, then he is also a coward for masking his shortcomings in these dealings. the man is clearly a charlitan by his record thus far, and his words on these phone conversations should not be trusted. shareholders are only proving they are not so easially fooled by letting this stock price fall to the point where David will have to use all that precious book value he's so proud of on a share buyback program.