Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : eToys Inc. (ETYS) -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (782)	11/6/1999 7:03:00 AM
From: Harley Davidson	Read Replies (1) \| Respond to of 1330

Toys-R-Us is in the process of building a 500 thousand square foot distribution center to handle I-net business. Personnally I don't think that eToys makes it. There is no reason to buy from them as opposed to Toys-R-Us. I figure that they have to be at least 10 times as efficient as the distribution center where I work and they can't do that without automation. AMZN is spending about 300 million on their own distribution upgrade. 13 million in rev's is really weak. I think they will get orders from folks that don't want to fight the crowds and from folks that can't find pokemon cards if those people don't order from Toys-R-Us first. BuddyR (WSS)

To: Lizzie Tudor who wrote (782)	11/6/1999 1:03:00 PM
From: David R	Respond to of 1330

But the mistake is thinking net or B&M. It is not either/or it is both. I believe that a company such TRU can augment their normal business with first-rate internet business, and they will kill the virtual companies. What TRU has done is established a beachhead against eToys. If they can successfully streamline their business, they will kill eToys. They have $11B B&M business which can support their eSales. eToys can never match that. If TRU can achieve near break-even on eSales, they will effectively kill eToys. I don't know what is going on on the rest of the planet but one only need visit TRU or B&N to see that brick-and-mortar retail sales are still quite popular. Of course TRU has some work to do to shore up its profitability and also to get its eSales operating efficiently.