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To: Lizzie Tudor who wrote (1317)	4/24/1999 4:44:00 PM
From: steve harmon - analyst	Read Replies (2) of 4337

home grocers...amazon's model may make more sense since homegrocer.com (if amazon just acquires it) complements amazon's business without relying solely on groceries amazon can extract better margins if it diversifies its offerings any single company selling just one product must rely solely on that product for margins few will be able to match the brandshare and reach peapod belongs with a larger web player as a service

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