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

To: Daniel Goncharoff who wrote (1275)	12/11/1998 7:18:00 PM
From: Stitch	Read Replies (1) \| Respond to of 2025

Daniel, <<theStreet.com ran an article recently claiming that last week's Barron's article on FDX (and by implication other haulers) ignored the substitution effect >> I saw it and discounted it frankly. It reminds me of a recent analogy, that the sub Zero computing segment would be the death knell for high end systems. I don't entirely believe that either. If you widen the bandwidth for remote ordering it makes sense you increase the sales of products that must be shipped. And frankly, I am not sure I care through which medium the order is placed. It is still a shippable order. One thing I might mention is that such catalogs, whether printed or seen on the web, have opened up access to a lot of products world wide that were not formerly available. So, in other words, I think that E-sales will continue to grow with the internet giving it further momentum which has been basically been underway for quite some time as working couples continue to find ways to better manage their time (so they can spend more time on AOL chatting <G>). Best, Stitch

To: Daniel Goncharoff who wrote (1275)	12/11/1998 9:29:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 2025

Daniel, <<There is no great pile of 'new' deliveries expected from the growth of e-commerce. Just cannibalisation of existing direct sales.>> In almost every county, town, village or hamlet I have ever visited, there lurks an artist, craftsman, inventor, or forward thinking person who has lacked only a means of reaching a mass market in order to sell his/her art, furniture, craft, invention or idea. Now, for the incredible sum of $599.00 (or so) + access fees a worldwide market of eager buyers can be reached. Pre-internet, what did it cost an individual/microbusiness to even dream of marketing worldwide? New products, new markets, new growth. Yogi