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Technology Stocks : Peapod (PPOD) -- Ignore unavailable to you. Want to Upgrade?

To: j7brink who wrote (299)	7/14/1998 7:21:00 AM
From: Doug (Htfd,CT)	Read Replies (1) \| Respond to of 1170

j, when evaluating PPOD's price/sales ratio, remember it is a low-margin retailer of food. Much of its sales are of groceries sold for thin gross margin. So the P/S ratio needs to be taken with a grain of salt when comparing it to a higher margin retailer like AMZN, or a software company like OMKT or an information company like YHOO. For a discussion of PPOD's business model, see the Focus on Peapod at Net Nuggets at dougsimpson.com Doug (long PPOD)

To: j7brink who wrote (299)	7/17/1998 6:57:00 PM
From: grasshopper	Read Replies (1) \| Respond to of 1170

Mr/Ms Brink, grasshopper DEEPLY regrets NOT putting a stop loss on those AMZN calls, but is very happy to have made that 64k on my 12K investment in only six weeks. (I could have reeped an ADDITIONAL 180K profit if I'd waited two more weeks, but hind sight is always so much clearer.) PPOD is a winner, a LONGER term winner in MY estimates. Consequently I have SOLD PPOD Calls on my shares, as oppossed to buying Calls on PPOD. I have sold 120 DEC 10 contracts for a premium of 1 3/16 per share, yeilding me a profit NOW of 12K +. I am in Maryland, on my way to LONDON & PARIS on this profit. IF I get called out on these PPOD Call contracts, I will BUY BACK IN, because I believe PPOD is a GREAT three year buy & hold. I too, wonder why the price is so low, but sometimes there is no reason to market movements (AMZN) or LACK thereof. I don't expect PPOD to be over 10 by DEC, but if I'm wrong, I still make money and will hopp back in shortly after (31 days, wash rule).