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Technology Stocks : ASD Systems, Inc. (ASDS)

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To: $Mogul who wrote (326)12/7/1999 9:49:00 PM
From: Bill Lotozo  Read Replies (5) of 491
 
$Mogal -- I hope you are right since you are long. I went in on ASDS hoping for a quick turn. Do you really expect this company to have a market cap of $5 billion? How many warehouses do they have and were are they? How many call centers? How much excess capacity do they have? How quickly can they bring up a new customer that needs a call center & warehouse space? Are there plans to build out more. What does their software really do: how much of the actual internet interface do they do? Can they integrate their fullfillment service with other b2b software? Its hard to find answers to all these questions, especially when they only have 3 customers where the provide web based services and of those two also do catalogs. In this case are the catalog operations the majority or are the web ops.

The coo they hired is a local texan. Have you read the bios on the other executives & directors? Nothing to write home about.

You might get lucky on this one, but as of today, this is a second rate company.
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