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To: Lizzie Tudor who wrote (2716)	9/13/1999 4:01:00 AM
From: steve harmon - analyst	Respond to of 4337

webvan - it correctly focused on the logistics of delivery and raised substantial capital $1 billion on $4 billion valuation to try and succeed webvan upped the ante for homegrocer.com to also go for the gusto however, the underlying business model of delviering/selling groceries is not a hugely-profitable one offline or online (peapod as example) the key value add to me is not in groceries but the relationship with customers; i can envision a continued trend to more and more items delivered to homes; in mail, the usps, fedex and ups co-exist; there may be two or three in the home-delivery of goods space ultimately i think it's more than groceries