InfoSpace (INSP): Where GNET went! Message Board

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Technology Stocks : InfoSpace (INSP): Where GNET went!

INSP 83.20

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3:59 PM EST

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To: Hawkmoon who wrote (3023)	4/10/1999 12:08:00 PM
From: Lizzie Tudor	Read Replies (2) of 28311

Re: (along with FDX) as it provides the enabling technology for E-commerce. Until they have some respectable competition, they will remain so. What the Box Makers and other manufacturers of commodity-style products are facing, A bit off topic, but FDX is also a commodity. The logistics portion of the supply chain is a bit sticky right now only because the shipping companies have successfully negotiated "one vendor" contracts with large mfg companies. In the past, shipping was not seen as a competitive adv for anybody so Dell and everybody else were happy to let fdx take logistics off their hands. However these days shipping/handling is a top 10 BOM item and as such it is eligible for internet-auction style margin squeezing... somebody is going to create a website that selectively chooses the cheapest shipper from any shipper (including US mail) and there goes fdx margins. It won't be long now... of course volume is exploding, true but analysts don't seem to understand the discontent Dell and other mfgs have with these one-bid shipping arrangements - not to mention the customers.

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