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Technology Stocks : Webvan Group (WBVN) -- Ignore unavailable to you. Want to Upgrade?

To: Glenn Petersen who wrote (295)	12/12/2000 7:54:33 PM
From: Tomato	Respond to of 464

Although maybe WBVN SH should be pessimistic (I'm not too happy, myself) , I think this article misleads on at least 2 points. 1. Quoting the negative line from the 10-Q misleads: "There can be no assurance that Webvan's average order size will not decline significantly in future periods." So what? Isn't it the job of the 10-Qs to point out possible negative scenarios? 2. Why do people focus on the size of the warehouse? I imagine it's a very big warehouse. If they got a too-small warehouse and were operating at 100% capacity with no room for growth, would that be better? Maybe I'm Pollyannish, but I think that it's a good sign that they ran out of pumpkin pie filling and stuffing for Thanksgiving. It shows they probably had a lot of business. And one last point about the fact that the web might not be a good vehicle (pun intended) for selling autos. It seems to me that 50 years ago a lot of people had their groceries delivered. They used the phone instead of the internet, but I'm sure they liked the convenience. My bet is that a certain percentage of people like the WebVan convenience and service.