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To: fedhead who wrote (106349)	7/23/2000 11:26:34 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

I think that plays into the hands of established ecommerce players with the best brands like Amazon and Ebay. Anindo, Ebay is entirely a different animal than Amazon. Ebay provides no fulfimment or product. Ebay is only a service. That is all they are and that does not mean they will not do well. Amazon is a B2C player. Read this part again: "Unless you are going to do something that is economically valuable with those customers, more traffic is an expense," Hagel said. "Many companies that won the fight for traffic are poorly positioned to win the fight for profits." and this: The opportunity in these customer-centric brands is that, in contrast to the conventional brands owned by manufacturers, the new brands tend to favor intermediaries. " Thank you. Glenn