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Technology Stocks : FDC : First Data Corp

FDC 31.69

0.0%

Aug 5 5:00 PM EST

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To: Uncle Mikey who wrote (73)	7/6/1997 2:48:00 PM
From: Uncle Mikey	of 323

Why so quiet around here? There is a very bullish article in this week's Barrons about the future of 'net commerce. Putting aside all of the day to day price gyrations, and Q to Q worries, there is an unmistakable and unstoppable trend in progress that will make the "net" a totally routine and indispensable part of the way we all live and do business. I hold CSCO and ASND as key builders of the net, and FDC as one of the key developers of electronic commerce. I think their recent alliance with MSFT is a very bullish development. But what other companies are uniquely positioned to benefit from the net? Maybe ORCL, as provider of the databases that will hold all of the "stuff" we will access? Certainly MSFT. Maybe some of the companies that will sell their products on the net? Personally, I do not have a lot of enthusiasm for these companies, (AMZN/BKS) etc. To me, it seems like selling on the net will not be much different from the selling and competition that any retailer faces. The only difference is the real estate; "real" vs "electonic real estate". The winners will be those companies that develop the electronic real estate and not those who hold the leases. Ideas?

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