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To: Skeeter Bug who wrote (120120)	3/11/2001 4:37:55 PM
From: 10K a day	Read Replies (1) \| Respond to of 164684

i think the original lean and mean model is genius. Why would you put investment money anywhere but in the internet....

To: Skeeter Bug who wrote (120120)	3/11/2001 4:43:51 PM
From: 10K a day	Read Replies (1) \| Respond to of 164684

you want to invest in a readrite...HUGE r and d to make a low margin product. We are talking warehouses. We are talking lots of problems with internet commerce. We are talking fear of not being able to overcome those problems. We are talking empowerment of the people. Big money doesn't want to see that. Big money doesn't want every mom and pop selling online. Big money can't control that. They don't want that. I'm buying more and more stuff online. Everybody i talk to is buying more and more stuff online. It's happening. Whether it's where to invest your money in some Nasdaq manipulated paper is another issue. I think Yahoo is a Total fire sale. In spite of popular opinion...

To: Skeeter Bug who wrote (120120)	3/11/2001 5:04:21 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

are you serious? even ex the debt and they can only be a marginally profitable company. the internet dynamics drive down profit margins - low price w/ acceptable service wins. SB, We both agree on the conclusion but not at its arrival. The net is not really cutting profit margins that much but rather the retailers are permitting it. Most of the retailers do not have people with adequate retailing experience. The problem is, which you and I really agree on, the gross margins are inadequate. I have saying this for years and will stick to it. For an on-line retailer of product not service, to turn a profit, gross margins must be higher than in the BM counterparts. The reason is the fulfillment is done by company employees and not by the customer themselves that do the fulfillment for free.