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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: bobby beara who wrote (34251)	11/23/1998 9:13:00 PM
From: Haim R. Branisteanu	Respond to of 94695

BB,you may be right but remember IGNORANCE IS BLISS!! How many people you know, will eat a chopped meat after seeing how it is done?? I only asume that we know to much about the internet and it potential for real profits. Yes for the general public myself included, the Internet enchanced productivity and knowledge. Yes I save on telephone calls, faxes to Western and Eastern Europe, Russia etc. by use of e-mail, PDF files etc. As to Internet business,?? So Peter Lynch was right on old fashioned business. For the last 2 to 3 years I buy my computer needs and parts on the Internet. I know 2 cents about business an also know those folks do not make any real money pennies at best on each sale. All the hopla about they just pack boxes and ship them is very true for every mail order house. The savings omitting the salesperson taking your telephone order is no more than around $1 per order. Internet order cost around $.25 to $.50. So no great savings. Storage, shipping and packing is in the $5 to $8 range for small items. Who is different - DELL as they circumvent the law Therefore DELL is a complete different story. DELL is exploiting a loophole in the law. DELL actually sells you and debit your credit card even before DELL actually has the computer parts in his warehouse let alone assembled and finished. To circumvent the law DELL maintains some inventory which in THEORY may go to your computer but usually it is not. So his operation is taking your money for items he does not have, buying with your money the parts for your computer, paying with your money for assembly etc. and only after several days of use of your money for corporate need to ship you the computer. Now why there is no outrage about DELL "modum operandi" ?? 1. Most people do not know that. 2. Most banks and WS firms act exactly the same way. Those chaps call it FLOAT and if your company does not generate enough FLOAT you are not a preferred client of the Bank.<gg> Those are the reasons why I do not touch those Internet stocks they do not make money and if any they will as any mail order house, or they may run a borderline type of operation as DELL. BWDIK Haim