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To: LFISKY who wrote (24177)12/8/1998 8:01:00 PM
From: HiSpeed  Respond to of 119973
 
Any guesses on where XOOM (XMCM) will open? 40? 50? 250? ;-)



To: LFISKY who wrote (24177)12/8/1998 8:06:00 PM
From: TokyoMex  Read Replies (2) | Respond to of 119973
 
Thats the problem ,,,, confusing ,,




To: LFISKY who wrote (24177)12/8/1998 8:31:00 PM
From: Joseph Lee  Respond to of 119973
 
DIALY: More news: investor.msn.com



To: LFISKY who wrote (24177)12/8/1998 9:47:00 PM
From: Lane Hall-Witt  Read Replies (1) | Respond to of 119973
 
DIALY

I believe the list of vendors on that Dialog Web page reflects the retailers in the Junglee system. At this point, Planet Retail is simply a front end to the Junglee database.

This will change when Dialog begins to serve as a true shopping aggregator, offering single-stop shopping cart service. In this model, shoppers will visit Planet Retail and select merchandise from all participating vendors; this merchandise will all be placed into a central shopping cart maintained by Planet Retail. This eliminates the need for customers to set up separate accounts with all the vendors they buy from. Imagine shopping at Amazon.com, Egghead, and CDnow and having everything you purchase appear in a single shopping cart: you pay once for merchandise from different vendors. This is what Dialog proposes to do with Planet Retail in Phase II.

Also note that there will be no inventory and fulfillment costs. DIALY is literally just establishing an interface to the e-shops maintained by other companies (such as Amazon.com, CDnow, etc.).

More than this consumer/retail angle, though, the most appealing thing about DIALY is that they have a viable strategy for entering the business-to-business e-commerce space, which as we all know is going to be huge. They have existing relationships with 20,000 corporations in 120 countries, and DIALY is trying to position itself to meet their business-to-business e-commerce needs. The Office Shopping site is a first step in this direction.

I don't think the stock will move dramatically until they get the word out on their e-commerce strategy, especially the business-to-business angle. This is big stuff. But they're still seen as an information and news aggregator only, not as an e-commerce player. Today's news from Reuters completely misses the e-commerce story, which is a shame, but to be expected since the company is just beginning to reinvent itself as an e-commerce player. When they sell this story to the investment community, I think we'll see the great upside potential of this company begin to realize itself.

Is anything up with AMZN? I don't know. I bought today while DIALY was in freefall because I like the big picture, not because of the rumor of news. However, I definitely think it would make sense for AMZN to consider a relationship with DIALY. The reason is that this provides a great opportunity to get a foot in the door on biz-to-biz e-commerce. Thus far, AMZN's strategy has focused very heavily on consumer retailing; but we all know that biz-to-biz is the mother lode, and you can bet that AMZN is looking for ways to enter this domain. Working with DIALY, a highly respected company with a large global clientele, would seem to be a big win for AMZN. Who knows if this will happen some day--. Probably not. But it would make a hell of a lot of sense to me if it did.