Welcome D. Taylor - glad to hear you are short
If we get a few more shorts, we may have a majority soon. Are you from Chicago too?
Anyway, regarding e-commerce - it is and will continue to be huge. With certain things such as clothes where you need to see, feel, and try on, it will lanquish. Note calalog clothes. Other things are perfect, however. The best example is music. Better inventory, broader selection, listening samples, user interface for assistance, it is awesome. Not to mention no rent, no shrinkage, no drugged-up 17 year old at the checking counter pissing off your customers. Specialty retail for music is a dinosaur. On that note check out shorting Musicland, they will be the first to go given their leverage. The convenience of e-commerce cannot be beat. Good news for Yahoo shorts is that Yahoo will not benefit. In fact, the proliferation of successful internet functions will focus people on the non-value added nature of content aggregation portals. How long will the advertisers pay to put banners on spamming chat pages?
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