Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mao II who wrote (20062)	3/12/1999 1:31:00 PM
From: QuietWon	Respond to of 122087

QMDC - holy gadzooks - I called a shorton it around 25 or 26 saying it would be a good short b/c they were looking at making an acquisition. That whole sector got hit. And QMDC tho keeps getting hit. Anyone know why ? Dmanit, that could have been a big gainer for me. Argggghhhh. Gotta stick to position trading.

To: Mao II who wrote (20062)	3/12/1999 1:32:00 PM
From: tdl4138	Read Replies (1) \| Respond to of 122087

Mao, You are correct, that Harry & Davids, and Omaha Steaks have been around for years. But please remember both of these concerns market their products as being extreme high quality...more of a "specialty" and charge accordingly. It is not an accurate comparison to ordering simple groceries as you would find at the local store. Dave

To: Mao II who wrote (20062)	3/12/1999 1:35:00 PM
From: Mama Bear	Read Replies (1) \| Respond to of 122087

" Two that come immediately to mind are Harry and Davids, which deals in fruit. And Omaha Steaks, which deals in, yes, steaks! (And other meats.)" Both deal in premium goods. Those Harry & David pears cost about $5 each, plus shipping and handling. If PPOD can institute quality controls like those two companies, they could carve out a profitable niche. But can they do what those companies have done and make a mass market? Barb

To: Mao II who wrote (20062)	3/12/1999 1:57:00 PM
From: MaryinRed	Read Replies (1) \| Respond to of 122087

There is a big difference between a limited selection premium goods operation (high margin and guaranteed high quality)...and a mass oriented dry goods business (low margin) PPOD grabs some "curiousity seekers" but the level of selection, price and time lag reduce its desirability over time... another example of this type of shopping: if you will recall Prodigy did a huge test with Kroger in Atlanta back in the 1980's with major online grocery shopping using computer ordering...major failure.... people tried it...then got bored with it. It was more of a pain than it was worth....(at that time) and that was home delivered and pretty much full line shopping. The sales that tend to take off...via online shopping are seriously "discounted" brand name goods....and as MamaBear stated...this is already a low margin biz with heavy competition/promotion. People are used to being able to look at and feel their meat and produce...some habits are hard to change..... didn't "netgrocer".....also...fail at this? Mary