Peapod (PPOD) Message Board

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Technology Stocks : Peapod (PPOD)

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To: Steve Bower who wrote ()	6/17/1997 6:23:00 PM
From: Malcolm Boyd	Read Replies (1) of 1170

Steve, I'd like to know the answer to that question. I like this company however as I've long thought that this would eventually be a huge internet business for the following reason: I work for an FMCG company and know first hand the power that national supermarket chains hold over manufacturers. Manufacturers (P&G, Lever, Kraft etc) are dying for ways in which they can reach the consumer directly, rather than through a supermarket which takes $$$$ from their margins. Selling directly through the internet would be one way of achieving this although we're many years away from this scenario right now. However, at least PPOD has made a first step in the right direction. PPOD I believe had only $30 million in revenues last year so any investment in it right now should not be taken lightly. A lot depends on whether it catches a bit of momentum. Malcolm.

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