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To: memflyken2 who wrote (55021)5/4/1999 9:56:00 AM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 164684
 
"net" winner, try FDX. Overvalued a bit

I agree but I would like to buy it for less:-)))



To: memflyken2 who wrote (55021)5/4/1999 12:14:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 164684
 
if you want a surefire "net" winner, try FDX.

I totally disagree with this and logistics was my entire focus in software. The business model for the shippers right now is one where they force retailers into a noncompetitive situation. This is about to change. Of course volume is rising but the profit margins will fall. Very few analysts understand this, fwiw.


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