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

To: Moominoid who wrote (336)	7/31/1998 11:34:00 AM
From: B.D.	Read Replies (1) \| Respond to of 1170

In my opinion it's folly to believe that the one caused the other.

To: Moominoid who wrote (336)	7/31/1998 7:43:00 PM
From: Doug (Htfd,CT)	Read Replies (1) \| Respond to of 1170

Dave, I see this dip as a response to the soft growth in membership, and current general market caution with respect to "Net stocks" without earnings. I am encouraged and intriged by the reference in the earnings report to licensure of PPOD software to the Australian food retailer Coles-Myer, and the beginning of revenues therefrom. Just a little bit ($50,000 for the quarter). But I see this as the big payoff from PPOD's development work ... licensing their retail order softwared to retailers of food, sundries, office supplies, prepared food and other items with recurring order patterns that need prompt local delivery. Perhaps PPOD's people can help me understand that better. I've corresponded with them in the past, and may be able to gain more insight. Doug (long PPOD) Visit Net Nuggets: Thoughts on ECommerce and a Focus on Peapod at dougsimpson.com