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

To: Doug (Htfd,CT) who wrote (339)	7/31/1998 9:38:00 PM
From: Moominoid	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. The Coles Myer stuff is old news - I heard that here before I'd ever heard of PPOD. Still there is a lot of scope for them to expand the service to other regions of Australia unless they have done that already. I don't shop at their stores so I don't know (I'm only one block from a different supermarket). But 12% down on a basically expectations meeting report is exaggerated. Surely Japan, Lewinsky etc. etc. (all the excuses) shouldn't be affecting this stock. David