Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Yogi - Paul who wrote (1265)	12/10/1998 12:07:00 AM
From: Stitch	Read Replies (1) \| Respond to of 2025

Yogi, <<Anything to add to this universe?>> How about consolidators and forwarders? Is there any of them specializing in any areas that would make a play? Any of them big enough to be listed public companies? I'll take a look. Best, Stitch

To: Yogi - Paul who wrote (1265)	12/10/1998 4:20:00 AM
From: Frodo Baxter	Read Replies (2) \| Respond to of 2025

Man, why don't you just invest in the next hot Internet IPO instead of doing all this nonsense with distribution. You forgot the warehouses-- Ingram (IM) - the Microsoft of wholesalers (read: expensive) Tech Data (TECD) - #2 CHS (HS) - international consolidator (Warning: accounting tricks to boost eps) Microage (MICA) - cheapest valuation and likely to expose shareholder value by splitting up distribution and IT consulting biz. Billions of dollars of tech goods flow through these companies each year. You can open up an e-commerce shop (I'm more partial to the term 'mail-order') by linking an storefront website and a credit card server with a query engine that will feed the order to one of the above distributors. The distributors do all the rest, including branding the invoice with your store logo. Thousands of websites have already sprung up using this virtual model.