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To: Olu Emuleomo who wrote (59218)	5/30/1999 1:10:00 PM
From: mugicha	Read Replies (2) \| Respond to of 164684

reminds me of the situation in the pc business. traditional pc sellers have an infrastructure that they are unable and unwilling to abandon. CPQ being the prime example. Result: Dell clearly dominates this new medium and is now the leader. Same will apply to the brokers. MER and the likes will try to play both sides of the fence, and will lose, and have already lost business at the hands of E*Trade,Sch,Amtd. This is the biggest inflection point we will witness. Those who do not adapt their business models quickly and aggressively will lose their leadership positions. CPQ and MER are unable and unwilling to be as aggressive as they need to be. Sure they'll survive and make money, but the rules have changed. My money is on EGRP, SCH and thanks to the recent haircut, Dell. All the naysayers of the internets are just full of piss and vinegar because they have been so wrong, so long, and it hurts to watch "ordinary joe american" make money while they don't. Too bad, so sad.