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Technology Stocks : Internet Guru Discussion

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To: Gurupup who wrote (3847)	1/8/2000 4:58:00 PM
From: steve harmon - analyst	Read Replies (7) of 4337

e-Christmas 1999 was the first real consumer buying in millions over the internet (much larger than 1998) the infrastructure (delivery, orders, logisitics) seems to not have scaled...which means as investors a new company(s) need to be created to handle the logistics and delivery from warehouse to consumer (fedex, ups cannot handle the new pace i suspect) if webvan shifted from low-margin groceries to just being a order/fulfillment of EVERYTHING then i think it could be a better company others are needed though...startups meeting warehouses

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