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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (1648)	8/2/2000 8:30:58 PM
From: Logain Ablar	Respond to of 2850

Hi John: A little late but here is two recent articles on b2b. Death Match in business2.0 business2.com Forbes had a pretty extensive article forbesbest.com I figured you read these on vacation but on the odd chance you didn’t have a chance here they are for your reading pleasure. On PPOD what do you think of the business model? My first job was as a grocery delivery boy (hey I thought I was one of the last till the net came along) and I just can't see the supply / demand and margins. I know people will pay up for convenience and the two worker household moves this more into demand for the middle class (still the upper level of the middle, i.e. incomes over 100k and maybe in the range of $150k+) but is this segment large enough to generate adequate earnings? I actually don't know. Hope it works for them but in a recession they will be wacked more than the normal grocery store. People will tighten the belts. I did see you pointing out to a recession indicator for next year didn't I? Tim Tim