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Technology Stocks : eDrugstores: Drugstore.com, PlanetRx and Soma -- Ignore unavailable to you. Want to Upgrade?

To: H James Morris who wrote (121)	7/9/1999 3:48:00 PM
From: Tom D	Read Replies (1) \| Respond to of 254

This will be a war of attrition. I don't see a runaway victory for anybody--nothing along the lines of what AMZN did. I will place a bet on Drugstore.com. But that is more of a bet on Kleiner Perkins. I suspect this will be a war of attrition, and Drugstore.com, PlanetRx, Soma, Walgreens, and Express Scripts YourPharmacy are all gladiators. But you know my investment thesis: corporate alliances are more important than technological advantages. A recent example is HLTH. I suspect that PILL may have better functioning technology and more customers at present, but HLTH gets the generous market cap. As a physician, I really don't like what PlanetRx is doing with DTCA. See postings #108 and #109 on this thread. [As some of my friends would say...."Gee Tom, Why don't you tell us what you really think?"] Tom