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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (19936)	3/12/1999 10:54:00 AM
From: Instock	Respond to of 122087

Tony: I don't think I have ever Short Sold a NYSE stock, or at least that I remember. Any pit falls to watch for? Have shorted AMEX stocks and done well. Seemed more organized the Nasdaq stocks Both BW stocks Gapped. Instock

To: Anthony@Pacific who wrote (19936)	3/12/1999 10:55:00 AM
From: Lucky888	Read Replies (1) \| Respond to of 122087

A@P, -- PPOD You are right on PPOD if they continue their current business model -- Customer order online and groceries got delivered to the customer. However I do know some people that are working on something that a little bit different from what PPOD is doing; However, I really don't think it will take long for PPOD to realize this and change their business model slightly: Customer order online and select a store to pick up, we call it grocery2go.com ( I think they just need to release this name to get a 100% stock jump :) How many of us get really sick and tired to do daily shopping just for dinner or weekly shopping so that we can cook at home? Have you see how long the lines are in Lucky or Vons during 5-6pm when most people trying to pick up what they need for dinner? The idea is that you click online and decide what you need for today and where/when you want to pick it up. Once you get off from your work, you drive to the closest lucky/vons/whatever.. and pick up what you want. This is like a drive-through window but you have your order entered ahead of time. I am currently very busy and don't want to describe more, but... you get the idea. What do you guys think? L. discloure: I am currently shorting a small position.

To: Anthony@Pacific who wrote (19936)	3/12/1999 10:55:00 AM
From: QuietWon	Read Replies (1) \| Respond to of 122087

PPOD- 3 things that keep it going 1) internet 2) internet 3) internet and Faith Popcorn '99 lives' and older and disabled persons I have no position in the stock.

To: Anthony@Pacific who wrote (19936)	3/12/1999 11:02:00 AM
From: Wolff	Read Replies (1) \| Respond to of 122087

PPOD toasty..Profit Margins on Food and Supermarkets are like 4%. They are know to be the lowest. Here is from Safeway which is a very well run chain After-Tax Income (ttm) $766.6M Sales (ttm) $24.5B Profitability Profit Margin (ttm) 3.1% Now an agressive long is going to say the Internet will reduce these costs by removing Cashers, but you won't be able to do this. Why because people will still go into the stores, and stores that understaff will loose to competitors, and in peak demand like holidays people will get burned by late delivers, and for the average Joe there is a supermarket on every corner. Sooooo, it is going to be easier and faster to shoot out in a car than to wait for a delivery, not to meantion swimming through the on-line menus. Later if it were to show signs of profits, which I doubt, the barriers to entry are very small. Highschool kids could set up a web site to earn money for the club, by doing this service, which the little old lady would rather do anyway. Summary, Profit margins are tiny everything is VOLUME Needed audience is not on-line Come on, there is a store on every corner already More people in suburbs area than major city Barriers to Entry, Not existant, Any 14yr old could do this for his neighbors in a second. Did I mention waiting for a delivery is worse that just doing it!