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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony,
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To: Anthony@Pacific who wrote (19936)3/12/1999 10:55:00 AM
From: Lucky888  Read Replies (1) of 122087
 
A@P, -- PPOD

You are right on PPOD if they continue their current business model -- Customer order online and groceries got delivered to the customer.

However I do know some people that are working on something that a little bit different from what PPOD is doing; However, I really don't think it will take long for PPOD to realize this and change their business model slightly:

Customer order online and select a store to pick up, we call it grocery2go.com ( I think they just need to release this name to get a 100% stock jump :)

How many of us get really sick and tired to do daily shopping just for dinner or weekly shopping so that we can cook at home? Have you see how long the lines are in Lucky or Vons during 5-6pm when most people trying to pick up what they need for dinner?

The idea is that you click online and decide what you need for today and where/when you want to pick it up. Once you get off from your work, you drive to the closest lucky/vons/whatever.. and pick up what you want. This is like a drive-through window but you have your order entered ahead of time.

I am currently very busy and don't want to describe more, but... you get the idea.

What do you guys think?

L.

discloure: I am currently shorting a small position.
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