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Technology Stocks : Internet Guru Discussion
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To: steve harmon - analyst who wrote (70)2/13/1999 2:02:00 PM
From: chirodoc  Read Replies (2) of 4337
 
steve, the pundits have been bashing margins on Etailers recently
one of my thoughts was that DRIV might be, in the long run
a leader in this space because they will not need to suffer
the burdens of wharehouse space, shipping, etc.
therefore, with the acceleration of broadband
and far reduced labor and other overhead costs
they could have a profitable and fast growing business
(maybe even faster and more profitable than BYND!)
what do you think?

curtis turchin

p.s. i am a devoted reader of your column and a subscriber!
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