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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: edkaiser who wrote (21381)	10/30/1999 10:07:00 AM
From: edkaiser	Respond to of 108040

More ecommerce - an interesting point by Harmon "Money Talk: With the 99' Christmas holiday (shopping) season and long awaited conclusion to the Y2K bug quickly approaching, what companies stand to gain most from both scenarios in the short term (6-9months)? Harmon: E-tail enablers may be the best way to approach the St. Nick of Internet stocks. Last year I wrote a seminal report on e-tail '98 as the first 'real' Internet Christmas. Those group of stocks soared, until Spring when they had the post-holiday hangover. This year I think having a hedge between the e-tailer makes sense. My pick is FedEx {FDX}. Why? It finally may be time to acknowledge fully FedEx's e-commerce piece of the food chain. Although FedEx has been noted in the past, this time around I like it because the trend for the Internet -- at least a big part of it -- is "clicks and bricks." Offline companies are online now building out new distribution systems. Webvan would drool to own FDX. But I think Amazon.com {AMZN} ought to acquire FDX and start owning the end-to-end e-tail experience. Amazon is building warehouses. But duplicating FedEx's logistics and distribution will be extremely difficult if not impossible." jetson.cnbc.com