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To: Yogi - Paul who wrote (1252)	12/9/1998 9:10:00 AM
From: Stitch	Read Replies (2) \| Respond to of 2025

Yogi, Just gotta say it. Sometime back (a year or so ago?) when I was asking a bunch of "whats the next paradigm" kinda questions on this thread I actually thought of distribution and mentioned it. Then went on to forget about it. smack Let me know what you find out. Think I will take a serious look as well. Best, Stitch

To: Yogi - Paul who wrote (1252)	12/9/1998 9:37:00 AM
From: Carl R.	Read Replies (1) \| Respond to of 2025

I guess I'm just a little late. I was thinking about e.commerce and trying to figure out who would win and who would lose. In my view the biggest winners will be shippers and extremely efficient mass distribution centers. Traditional catalogues and stores and retail space landlords will be the losers. E.commerce is so price competitive I find it hard to believe that the e.commerce retailers will ever do really well. I see virtual warehouses trying to outbid each other for who can take orders for the least amount with all of them getting product from the same distributors. Carl

To: Yogi - Paul who wrote (1252)	12/9/1998 10:19:00 AM
From: Robert Douglas	Read Replies (1) \| Respond to of 2025

Yogi, OT Boeing ...and yet Boeing struggles. You might want to take a look at the Buffettology thread. exchange2000.com There has been a real good discussion the past few days on Boeing. I have yet to buy, but not because I don't like the story. I already have a good chunk of my money in this area. My two longest, and most profitable holdings in this area are AAR Corp. (AIR) and Precision Castparts (PCP). Each benefits from the inevitable, in my opinion, rise in air traffic – both passenger and freight – yet are not as wed to the new construction cycle as Boeing. Boeing could be a great turnaround story and I might shift some of my money to it – damn the taxman. -Robert