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To: Sarmad Y. Hermiz who wrote (62212)	6/13/1999 8:06:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

>> As an investor, my problem with Webvan and Amazon's HomeGrocer is that the business has very little scale. And even with a 'dot com' as part of the company name, these delivery service companies are certainly more brick&mortar than they are virtual. This is a challenging business model--one that I'm not very bullish on. << How is that any different from books or toys or drugs ? That was Glenn's contention all along. Sarmad, Still is. There seems to be confusion between my taking a long position and a change in my expectations from the company. Glenn