John, Mike & Tom's <b>Wild World of Stocks</b> Message Board

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Technology Stocks : John, Mike & Tom's Wild World of Stocks

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To: John Pitera who wrote (1635)	8/2/2000 9:15:11 AM
From: John Pitera	Read Replies (1) of 2850

PPOD thoughts copied from piff OT. PPOD has had Royal Ahold come in and buy more than half the company, and ahold is paying 3.75 for their stake. Ahold has 50 billion in global revenues from 7000 brick and mortar stores on 4 continents. Ahold has 20 billion US revenue from over 1000 US supermarkets. PPOD is their vehicle to get product to the customer. why not play around with a few calculations, say if 5% of revenues come from net sales for ahold and with a 1 or 2 or 3% margin. PPOD and WBVN will sell higher margin products to the customer, it's inevitable. everything from prepped fresh food which has higher margins to pharmacy, cosmetics healthcare prescriptions etc. what will PPOD's price to sales look like if revenues go up 10 or 20 fold in the next 12 to 18 months? I've listened to the PPOD CEO he is a dutch guy with a harvard MBA , 10 years in the grocery business and a deep belief in his ability to make PPOD execute. Drayton McLane is still involved in PPOD as an owner, and he has made a billion in the food distribution business, did so well that WMT bought one of his businesses in the '80's and made him a Sn VP. kick the tires. JOhn

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