To: bullw who wrote (4866 ) 1/17/1999 8:45:00 PM From: Trader J Read Replies (3) | Respond to
Bullw: EGGS - I was a little upset that I did not have my usual pad/pencil with me to take down arguments and his name like I normally would have. I have heard of him but do not recall his last name, I beleive that his first name was David .... but I know that when he was announced I said to myself "Oh, finally a guest that I recognize on the Inet sector". I also only remember a couple of his arguments against EGGS ... one of them being loss of name recognition and physical presence and now forced to do battle on a battlefield that they were late to. He also mentioned that there was virtually no way to increase revenue or efficiencies fast enough to make up the ground lost when they exited the physical store front model for a virtual store front. He cited some very believable numbers and certainly made his case with me. I was very pro EGGS before the interview and he spent some significant time covering them. I have not verified his numbers but he made a solid enough case as far as I am concerned to send me to the sidelines with this issue.
