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Non-Tech : FedEx (FDX) -- Ignore unavailable to you. Want to Upgrade?

To: Jacques Tootight who wrote (327)	2/16/1999 11:02:00 AM
From: Kirk ©	Respond to of 524

But are there going to be any more goods moving around the world? Possibly. Many don't buy alot of "stuff" because, when working they don't have the time to shop for values and don't want to overpay so many purchases never get made. Granted this sampling is from friends of mine here in the Silicon Valley with excess income is well above the survival level, but these are the people that will buy electronic goods that are not necessites. Check this site out pw2.netcom.com You can buy investment books there cheaper than you can at most discount book stores. The sales tax savings in Taxifornia alone usually pays for shipping. I had a list of books I wanted to read and this site made it easy for me to order them without taking a trip to a bookstore. I bought three, am reading the first and have the others on my shelf for reading later. BTW, Contrarian Investment Strategies : The Next Generation : Beat the Market by Going Against the Crowd by Dreman is really good amazon.com and many think the Bogle book is must reading. Easy comparison shopping and information with just an hour or two of research rather than days of comparison shopping will probably bring incremental sales dollars. How many, that is an interesting question. I do think it will drive costs down for the consumers which will mean higher volumes and profits for those that are successful. This all needs technology hence HP, IBM, Cisco, Dell, etc. will do well. regards Kirk out

To: Jacques Tootight who wrote (327)	2/16/1999 8:12:00 PM
From: Dayuhan	Read Replies (2) \| Respond to of 524

I would expect business-to-business e-commerce to increase centralization to some extent. This is a trend which has already been going on, but I see no reason to believe that it has peaked. I think the real growth potential for FDX is in the international market. When they started the Asia 1 service (next day delivery among major Asian cities) nobody realized that they wanted it; now it is a way of life. I use it almost daily. FDX is completely dominant in this market; the nearest competitor, DHL, is far behind. Asia is not where it is happening now - though it is not as flat as the media would have us believe - but that cycle will eventually turn. It isn't only Asia, either. Globalization is a trend that is here to stay; it may not run a straight road, but it will keep moving. More international business will mean more international shipments. Bottom line: I think there is huge expansion potential in the international air cargo business in the next decade, and FDX is clearly the dominant player.