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

To: Tom D who wrote (130)	7/15/1999 2:31:00 PM
From: Firenze	Read Replies (1) \| Respond to of 254

Tom I agree completely. I would prefer to have this site stay a positive site with no pissing matches. There are a number of professionals exchanging information in a constructive fashion. I also agree that we should be trying to stick to one site. I know of at least four sites that have been started regarding on-line pharmacies. Frankly, this is the only site that has enlightened conversation. This business is as complex as any and the forces that guide it are not predictable. Those browsing the pages will find it hard to understand. Both PlanetRx and drugstore will do fine in selling low margin OTC products, but you are 100% correct in stating that an alliance with a land based pharmacy chain is a must for PlanetRx. That chain must also own a PBM, or it is a worthless alliance. Remember that drugstore.com will not be able to fill all prescriptions that RAD can, it can only fill prescriptions that pass through PCS, RADs PBM. Just because RAD is in a certain third-party network does not mean that drugstore.com will be in that network. Third parties use NABP numbers to identify individual pharmacies and they will continue to block NABPs specific to on-liners. Firenze

To: Tom D who wrote (130)	7/15/1999 7:22:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 254

<<Before you conclude that PlanetRx has a meaningful edge here, please cough up $2.95 and read the October 1998 Fortune article about just how powerful the Kleiner Perkins keiretsu really is.>> Tom: Thanks for your comments. I have subscribed to Fortune for years and have read the KP keiretsu article. They have quite a track record. IMO, drugstore.com will perform well. Yet, the market is very large and there will be room for a number of players. Look at the VC firms behind PlanetRx (PLRX). Benchmark Capital and Seqoia Capital are behind leading high tech companies like ARBA, CSCO, eBay, EELN, ORCL, and YHOO. Their track records are legendary and they have A LOT of valuable relationships in the marketplace. IMO, they'll give KP's drugstore.com a run for its money with PLRX. Nothing like a little healthy competition <G>!! Good Luck Investing. Best Regards, Scott ---------------------------------------------------------------------------------------------- BTW, there is nothing wrong with a combined thread for online drugstore discussions BUT each publicly traded stock will also gain a following and IMO will need their own threads.