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Technology Stocks : Peapod (PPOD)

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To: Regis McConnell who wrote (749)3/12/1999 2:03:00 PM
From: hoyasaxa  Read Replies (2) of 1170
 
Homework and "DD" v.s. Out-of-context stats

Projected demographics and fundamental analysis are two dif. things, the latter being a far more important part of due dilligence. Instead of yelling at people and parroting stats and making unsupported claims ("the Chicago warehouse will be..." -- how do you know and why is that important and to what extent quantitatively will that fact contribute to a rising stock price), please show us your analysis i.e. reasons the company will be worth more tomorrow than today supported quantitatively. Give us an idea of the capital structure to show us why PeaPod will be able to handle its debt obligations. Show us how the Company's strategy is different than its competitiors and quantify why you think it will win. Finally, give us an idea of why you think the current management team can pull it off. That would be cool, and support your claims. Thanks.
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