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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?


To: golden_tee who wrote (705)4/13/1999 11:58:00 AM
From: J.Y. Wang  Respond to of 10293
 
<ERTH>

It is a good story, regardless of the long-term viability of ERTH. Everyone in the US knows McDonald's and probably 80%+ of the people elsewhere on earth know McDonald's.

The play on environmentalism is potentially huge. The market is all hype these days. ERTH shipping environmentally friendly containers to McDonald's (all other facts will be irrelevant in the news reports) will be massive.

One of the reasons AOL, AMTD, EBAY, and PCLN are kicking ass in the market right now is because of their large customer base. The customers figure that if they are using the service and are at least somewhat satisfied with it, many others are probably doing the same. They then go out and buy the stock. Likewise with McDonald's customers and ERTH.

Again, I am *NOT* arguing for the long-term viability of ERTH. My point is that it doesn't matter if you are in for the short-term. The only way I see ERTH going to under 5 is if it comes out and says it will never ship containers to McDonald's.