Forty1,
Make sure you READ this post that I copied a few days ago...
I think the reason this stock is staying down is really, we can't have a clear idea (look at what Harmon said the other day) what is going on, if we have more clients, until they release it. That is what the market is waiting on. To prove they can acquire more clients. The way this stock has run lately and decent blocks moving, you would think something is going on...All we have right now is the COO leaving....We shall see!
My logic is that you wouldn't go PUBLIC, unless you had something you wanted to tell the PUBLIC, right? :-)
FM
EVERYBODY READ THIS
By: jedendva
Reply To: 10784 by Fatt_Matt Wednesday, 22 Dec 1999 at 11:04 PM EST
Post # of 10796
FattMatt, one last post, then I am really gone. One major point EVERYONE has overlooked is that ASDS will do B2B in THREE ways with their new software. CMRC does it in only ONE way.
Let me explain.
(1) CMRC sets up B2B procurement on an internet platform through its software. This software is sold mainly to B2B CUSTOMERS like GM, who will then use this software to purchase/procure from suppliers on the web. This is the added functionality which I expect ASDS's new software will offer.
(2) CMRC DOES NOT TARGET THE SUPPLIERS IN THE B2B ECOMMERCE REALM. That means that CMRC targets the purchase side of the transaction, i.e. GM, but not the supply side of the transaction. HOWEVER, ASDS DOES. If we all just think a moment, then we will see that a metal supplier or supplier of raw materials can be served IN EXACTLY THE SAME WAY by ASDS as a retailer like Sears in the B2C setting. After all, the supplier will be making a B2B SALE to GM or some other company in the ecommerce setting and will therefore need to have transaction processing and fulfillment which can handle the internet orders from their B2B customers. ASDS can obviously deliver this.
(3) Finally, when ASDS is serving a retail client who operates in the B2C realm, there is also B2B activity for that client also. Let me explain. When Sears has to fulfill an order it receives from a retail customer, it can fulfill from pre-existing stock. In this case, the transaction is purely B2C from the onset of the order to fulfillment. However, Sears does not have to fulfill from pre-existing stock. It is tricky, but when retail orders are aggregated and supplier relationships and aggregate supply are solid, fulfillment for the initial B2C transaction can occur through a B2B INTERNET BASED PROCUREMENT TRANSACTION. This, you can see, becomes an identical transaction in nature to the transaction discussed in (1) above. I must note that although the second half of this transaction is identical to (1) above, CMRC will not be able to compete in this space, as CMRC lacks the necessary first half, which is the B2C based ecommerce software.
Therefore, in a nutshell, in a very short period of time, ASDS will be able to do B2B IN THREE WAYS. CMRC WILL ONLY DO IT IN ONE WAY.
Add to this the fact that MIGRATION OF BRICKS AND MORTAR COMPANIES TO B2C ECOMMERCE PLATFORMS WILL PICK UP, AND YOU HAVE, IMO,
A REAL GEM.
Hope you can all digest this. Complicated, but if you really read it, and study it, you will stick with this stock and make a ton of money.
JED |
