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Strategies & Market Trends : e-Commerce the Next 100 Months......

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To: cm who wrote (1011)5/26/1998 6:38:00 PM
From: cm   of 2882
 
An Admittedly Very Conservative Idea...

Hmmm... cash is looking real, real good now.

But, beyond cash, which is a non-investment unless
you have enough of it to launder your cocaine-smuggling
friends' ill-gotten gains, here's my thinking for the
New Market... i.e. big quivering mass of uncertainty.

Try to find a company who is PROFITABLE or almost
profitable off-line...and just now beginning to explore the
possibilities of how e-commerce can change their business
processes, open new markets.

I know, I know, this doesn't sound exactly like genius...
not that you expected that, mind you. And it even sounds
almost stupid when you realize how hard it might be to
find companies on the electronic cusp. Found one the
other day: TRAC, which has been selling investment and
market tracking software offline... but now has opened
a Web site with streaming real-time quotes
(reasonable monthly price) and something they say approximate
real-time quotes (which, I think, is free or almost.)

They are profitable... not hugely so... but profitable.

Now, this is my new MODEL. A company that's offline
and profitable. That's just beginning to explore the
online realm, or
(for the more venturesome among us) could even be projected
as a natural e-commerce evolutionary play. Kind of
conservative. Kind of safe. Kind of interesting?

I leave that to others.

Best Regards,

c m
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