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

To: Richard Miller who wrote (20416)	3/14/1999 1:48:00 AM
From: Richard Miller	Respond to of 122087

PPOD-- Actually to be more accurate PPOD has operations in Long Island , Chicago and San Francisco (just RE-opened). Co. has huge losses. As they are desperately in need of revenue, they are selling the research on the buying habits of their customers (You can just bet their customers who use the Internet to get groceries delivered are typical research subjects). They've now made a big deal to BUY from Walgreen's. That's almost as earthshaking as buying a spot on Yahoo. Next, they'll herald they made a deal with Walmart to buy from them. Being a grocery delivery person has real upward mobility in the Bay area. No wonder they're advertisng for drivers. Maybe things are really bad in Silicon Valley. One of Domino's (ultra high gross profit margin in pizza) biggest problems is finding drivers, and those guys make decent tips because the people are always home when they get there. No impulse sales, high labor costs for picking and packing and delivery, low profit margins, high advertising costs, murderous competition from the super-market industry--High investment in inventory, health department licensing, , warehouse, and refrigeration in delivery vehicles standards, --WHAT A BUSINESS MODEL? BTW , Walgreen's also announced last week they are going on the NET. Could it be they are using PPOD for a little on-the-job training?