To: Dow Jones Reporter who wrote (518 ) 12/30/1998 1:46:00 PM From: ratlong Respond to of 1465
I had no difficulty at all Johanna. Actually, I ordered from CDNW and AMZN and was very pleased. A thought as to a topic you might want to pick up- I can't believe the newswires have not seen it here. Between here and the Yahoo thread, there was a push to obtain order numbers for CDNW orders. A bunch were received and stacked in chronological order. The numbers seem to imply that they are processed sequentially. That raises two topics for an interesting article for Dow Jones- 1) The fact that CDNW is going to have blow away numbers for the quarter that are well beyond the 300% avg. discussed in the financial news. I think that even more interesting is a story about the impact of investor boards like SI in "financial research"- 2 years ago, this type of information exchange could have never happened. There was no forum for people to share information. I know that in the past, specifically on the IOM board, people went to major computer retailers and assessed self-space, inventory, change in inventory and retail sales knowledge of the IOmega product. This information was shared from all over the country and an estimate was gathered as to the sales capabilities from major retailers. In this specific example, you will see posts on both boards that almost definitely proves that CDNW has a sequential order pattern. That way, people know exactly the number of orders placed during this quarter and based on an average order size (which I think could be conservative based on holiday shopping tendencies), this group was able to, with a high degree of confidence, predict the revenues for the quarter. That is something that no wall street analyst could accomplish unless the ordered one CD every day for an extended period of time and "broke" the order code. Anyway, send me private email if you want to talk- you're mildly nuts to give out a phone number here- if you give it out on Yahoo, you're certifiable!!! :^)