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Technology Stocks : WAVX Anyone?
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To: Raffica who wrote (2112)5/16/1998 11:25:00 AM
From: M. Frank Greiffenstein  Read Replies (2) of 11417
 
ESD vs. Internet,

Thanks for providing the link Raffica.

I'd like to suggest the following: We should all show some discipline in distinguishing between E-commerce and ESD (Electronic Software Distribution). E-commerce refers to any business transaction that takes place over the Internet. That includes buying cars. ESD however refers to the delivery of products over the INternet. THe E-commerce market is huge, but that's because it may include sending orders for Mack trucks. ESD is only a fraction of the overall E-commerce market.

Per the last IDC survery, ESD stands at 200 million for 1998, projected to go to 1 billion by 2000. WAVX, TSQD, CREAF and the rest are in the ESD business.

Everybody knows that E-commerce is big, very few people in cyberdom know what ESD is. We have an advantage here. Let the stock market come to us.

DocStone
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