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Technology Stocks : Peapod (PPOD) -- Ignore unavailable to you. Want to Upgrade?

To: Kailash who wrote (746)	3/12/1999 11:57:00 AM
From: Ahda	Read Replies (1) \| Respond to of 1170

I dont own this stock but i wonder if by being a pure transport company you are filling a need due to insurance drivers etc.

To: Kailash who wrote (746)	3/12/1999 12:05:00 PM
From: Regis McConnell	Read Replies (2) \| Respond to of 1170

Just stating the facts accumulated during DD. Internet grocery shopping to be a multibillion dollar per year business. Peapod currently has 70% of that business, 7th largest $$$ e-tailer. Chicago warehouse will be profitable very soon. Maybe you should do some DD yourself then you can 'see' how it will be done. PPOD has done its homework, have you? I don't think so. PPOD can serve a entire metro area out of a single CDS, no high priced retail space, employee overhead ect... Cross docking is the key, very, very, efficient. Word is getting out, time to make some $$$ on PPOD... Regis

To: Kailash who wrote (746)	3/17/1999 9:36:00 AM
From: Ed Schultz	Read Replies (2) \| Respond to of 1170

Kailash, It seems like I should start reading this board more often instead of once a week. I listened to your argument in post 746 and started to chuckle. Reread your post but replace PPOD with UPS and groceries with packages. Then you will see how funny it is. No one thought it could be economical to ship one package across the country for $10. And now, they own considerably more than 70% of that market. There is no reason why PPOD can't do the same for groceries. Ed