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

To: Regis McConnell who wrote (749)	3/12/1999 12:19:00 PM
From: Kailash	Read Replies (1) \| Respond to of 1170

At least you're enthusiastic. As I said, I think it would be great if they could succeed, but the idea that they can become profitable by "cross-docking" and building warehouses sounds kind of familiar - ever heard of Safeway? Time to load up, they already are profitable and have a portion of the grocery market that is actually significant, unlike PPOD. They have organized it extremely well: large stores are located in your immediate neighborhood and you can just stop by and pick out fresh produce yourself - no need to pay someone to pick out the stuff and drive it to you, which doubles the price of the goods. Word is getting out: time to move out of PPOD and into some company that will actually make money. They're using their noggin, are you? Kailash

To: Regis McConnell who wrote (749)	3/12/1999 2:03:00 PM
From: hoyasaxa	Read Replies (2) \| Respond to of 1170

Homework and "DD" v.s. Out-of-context stats Projected demographics and fundamental analysis are two dif. things, the latter being a far more important part of due dilligence. Instead of yelling at people and parroting stats and making unsupported claims ("the Chicago warehouse will be..." -- how do you know and why is that important and to what extent quantitatively will that fact contribute to a rising stock price), please show us your analysis i.e. reasons the company will be worth more tomorrow than today supported quantitatively. Give us an idea of the capital structure to show us why PeaPod will be able to handle its debt obligations. Show us how the Company's strategy is different than its competitiors and quantify why you think it will win. Finally, give us an idea of why you think the current management team can pull it off. That would be cool, and support your claims. Thanks.