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Technology Stocks : E-Stamp Corporation (ESTM) -- Ignore unavailable to you. Want to Upgrade?

To: SharewatcherFromIreland who wrote (53)	9/7/2000 2:19:11 PM
From: SharewatcherFromIreland	Read Replies (1) \| Respond to of 85

Interesting reply to question on RBULL as to where a poster saw ESTM going!!! XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX I think they have technology that UPS and FEDEX dont have! I also think that with Kewill, they will turn into the sort of company that UPS and Fedex would like to be!! After that, it's only a question of scale!!! The problem established traditional industry faces, is new competition getting quickly to the same level as it took people like UPS/Fedex 20 years to achieve!! In certain industries, the argument can be argued against....but not in document delivery, certification, logistics........ Stamps and E-Stamp are a certainty for takeover, friendly or otherwise. This is just my opinion, as I know some people are upset at the way I have researched and come up with this view....but it was all there in the public domain for anyone to see....assuming they were curious enough, or had asked from E-Stamps inception....where is all this going to end up, and who does it affect???? Who it affects and who was going to keep a close eye on E-Stamp was always pretty obvious, but the bolt on of Kewill's solution, or that of anyone offering what KWL had, has moved the goalposts rapidly closer!! I dont think the market yet appreciates how far, how deep and how quickly E-Stamp can now penetrate it's target markets!!!! If I was a bookie, I would not lay generous odds on them being taken out, especially now as they are so vulnerable share price wise....but I would lay odds that someone owns a substantial slice of them and acquired it during the recent price slump. It will be interesting to see if this is true. All speculation of course and as usual do your own research Caveat Emptor!!!