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To: Robert Rose who wrote (104826)6/9/2000 2:28:00 PM
From: H James Morris  Respond to of 164684
 
>It has all the fundies and techies going for it
I know a lot of good softies left and went to work for F5.



To: Robert Rose who wrote (104826)6/9/2000 4:15:00 PM
From: H James Morris  Respond to of 164684
 
Rob, last buy of the week? Webvan @ 6 11/16, because of its robotics.
A friend of mine just spent the last two days up in their bay area facility.
I guess the billion they've spent on automated distribution is actually amazing. I'm talking about new economy robotics.
I've personally been given a tour at the Homg facility in Bellevue, and it was chaos. Amazon has the same problem.
Now, I'm not recommending Webvan because, as you know, I've always been an on-line retailing critic.
But, If I'm wrong? I think Wbvn will be a winner.
Full disclosure. Goldman took Webvan public, but all I owned up until today was 100 shares...thank goodness.