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Technology Stocks : InfoSpace (INSP): Where GNET went! -- Ignore unavailable to you. Want to Upgrade?

To: Hawkmoon who wrote (3023)	4/10/1999 11:28:00 AM
From: Out_of_the_Trap	Read Replies (1) \| Respond to of 28311

I agree Ron. Hey CPQ, Dell & gtw, how's this for pressure?! gobi.com Looking at this: Who's the profit pressure on? msft, aol? How about intc? csco? I hope box makers can 'spin straw into gold', because it just got tougher to make money. IMO OT

To: Hawkmoon who wrote (3023)	4/10/1999 12:08:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 28311

Re: (along with FDX) as it provides the enabling technology for E-commerce. Until they have some respectable competition, they will remain so. What the Box Makers and other manufacturers of commodity-style products are facing, A bit off topic, but FDX is also a commodity. The logistics portion of the supply chain is a bit sticky right now only because the shipping companies have successfully negotiated "one vendor" contracts with large mfg companies. In the past, shipping was not seen as a competitive adv for anybody so Dell and everybody else were happy to let fdx take logistics off their hands. However these days shipping/handling is a top 10 BOM item and as such it is eligible for internet-auction style margin squeezing... somebody is going to create a website that selectively chooses the cheapest shipper from any shipper (including US mail) and there goes fdx margins. It won't be long now... of course volume is exploding, true but analysts don't seem to understand the discontent Dell and other mfgs have with these one-bid shipping arrangements - not to mention the customers.

To: Hawkmoon who wrote (3023)	4/11/1999 2:04:00 AM
From: Greg Peckton	Read Replies (2) \| Respond to of 28311

I agree with most of what you said. Except that FDX is an internet play :-) You know I have been thinking about the delivery mechanism on the net and I have a feeling it will be entirely different from what we are used to right now. First, with the current system, USPS has a clear advantage over FDX and UPS in that they are the numero uno mass delivery guys at very reasonable rates. What might end up happening is somewhere along distributed chain of command kind of deal. Let me give you an example. Take AMZN. If they were to diversify their distribution chain through out the US, then they can have localized delivery guys working round the clock. So you go to the AMZN site and buy a book. Those people will contact your nearest local distribution center (assuming you are located in a big city) and (assuming that you did not order rare edition/book) they will ask them to deliver. So within 2 hours of your ordering, a guy will be knocking on your door (wearing AMZN cap ofcourse; he is an AMZN employee) and , "here's your's book, sir!". Kind of like the Pizza Hut people :-) You can tip him if you want to! Ofcourse if you live in the woods or away from a large city, they will still use USPS. But I think that is what is gonna happen with the big guys like AMZN, DELL et al. What do you think (I am drunk so don't be rude!)?