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Technology Stocks : Peapod (PPOD)
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To: James Mitchell who wrote (1145)4/20/2000 10:26:00 AM
From: RWReeves  Read Replies (1) of 1170
 
Webvan has it's own sharks shorting and spraying but at 1.6-2.0 billion it seems too much. The IPO seemed way too much also. Basically, PPOD is like a tracking stock now for web based delivery and more importantly, order taking. Home office will supply money and management plus channel power with wholesalers. PPOD needs to keep its order and logistic system going, something US firms are very good at. At 60 MM market cap that seems reasonable, reasonable enough to get 51% bought up. Seems like a good play.

Disclosure: I do own a small amount of PPOD and some deep calls on it.

RWR
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