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Strategies & Market Trends : The New Economy and its Winners

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To: techanalyst1 who wrote (11481)5/10/2002 2:00:39 PM
From: Lizzie Tudor  Read Replies (1) of 57684
 
I don't know Merq's business, but my feeling is the catalyst for e-commerce is the end unit demand and the fact that nobody has done any large scale implementations since 1999. Meanwhile sales are ramping right up there, Gap online and Walmart have the highest growth % from their online division. I'm starting a big ecommerce project next week in fact, with a company that sells subscriptions over the web. (we need to write it from scratch nobody sells an appropriate package). They are doing 60% q/q growth web sales. "Summer" is completely irrelevant to them, they haven't done anything in 2+ years and were waiting for their fundamental business to improve, and it has. They want to be prepared for the fall when online volumes will probably spike again. Why would Merq not fall into the same category (serious question)? I mean, if you've been starving for 2 years you aren't going to wait until the dinner hour to eat, is what I'm thinking.
Lizzie
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