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Technology Stocks : America On-Line (AOL)
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To: musea who wrote (3201)1/24/1999 1:17:00 PM
From: Chuzzlewit  Read Replies (2) of 41369
 
Musea, we seem to be of like mind on this issue. Right now, the only e-tailers that seem to make sense to me are ones like Dell, a manufacturer/assembler, and wholesaler/distributors like barnesandnoble.com (there are others, but I am most familiar with these two).

Perhaps the major threat that e-commerce will pose will be towards existing wholesalers rather than large retailers (although I am convinced that traditional retailers are the more vulnerable of the two). People will always need to buy things at a store that stocks goods. Of two thing I am certain -- e-commerce will exact major changes in marketing channels, and the retailers best positioned to take advantage of this will need to be as far upstream as possible.

TTFN,
CTC
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