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Technology Stocks
fedex: phantom internet play
An SI Board Since December 1998
Posts SubjectMarks Bans Symbol
26 5 0 FDX
Emcee:  Ingenious Type:  Unmoderated
Introduction Market Data Compact
In the semiconductor business, you can invest in the companies that make chips or diversify your investment (i.e. lower your risk) by investing in companies that supply the equipment to all the companies making the chips or memory (AMAT, LAM, ALTR, CADENCE, etc).

Lets apply this same theory to the Internet with Fedex.

Fedex is the leading supplier of delivery services for businesses of all sizes especially mail order and now ecommerce. They have paid off a majority of their capital investments and are turning a nice profit based on brand recognition, service, and competative pricing.

Is Fedex the "machinery" for all the ecommerce business coming up? Who are viable competitors and why? If they are the 800 lb gorilla behind the scenes of all ecommerce, what revenue growth should be expected over the next several years?
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26 Former Netscape chief to join FDX board Reuters 1999-09-02 New York - FDX CoDarryl Olson-9/7/1999
25 FDX moving ahead with E-Commerce. FDX is not making a big push into the rDarryl Olson-8/25/1999
24 The plot thickens: SOURCE: Charleston Gazette SUPPLIER: IntellX DATE: 05-25-19Darryl Olson-6/1/1999
23 Thanks leland, Invstment in FDX sounds like a slam dunk to me too. FloydFloyd Stern-5/2/1999
22 Floyd, if you read the relatively few posts here you can see that this thread sIngenious-5/2/1999
21 I saw the string of FDX being a phontom internet play. I believe that this hasFloyd Stern-5/2/1999
20 This is probably the start of much more to come. Fedex currently delivers boxeIngenious-4/8/1999
19 A repeat of the news posted earlier..... what is different is, that I received X Y Zebra-4/7/1999
18 FDX and Netscape arrangement: news.com FedEx, Netscape to launch "shippiDarryl Olson-4/7/1999
17 FDX to announce e-commerce pact today Wednesday April 7, 10:38 am Eastern TimeDarryl Olson-4/7/1999
16 FDX invests in Vastera: BURRELLE'S/VMS NewsAlert Service Darryl Olson-3/29/1999
15 I'm new to FDX as of today when i saw the announced split and bought in at dabadabadoo-3/18/1999
14 Please refer to last paragraph. FedEx beats Q3 estimates, seDarryl Olson-3/18/1999
13 Perry & Co. Announces Investment Opinion on Top 20 Internet Plays to Keep aDarryl Olson-1/20/1999
12 On the contrary. Given FDX track record, the recent run up indicates that it *Ingenious-1/18/1999
11 It should be alot safer. However, it looks like the market decided today that Darryl Olson-1/14/1999
10 EDX is a better choice than YHOO ETC. Wisdom WISDOM MILES-1/14/1999
9 From the FDX board: Could this be the real reason why the stock price jumDarryl Olson-12/14/1998
8 Jeff, the "bits vs. atoms" part of the article really hits home. thiIngenious-12/14/1998
7 Found it; here's the URL: wired.com dated Dec. '96...sigh. it sure wajeffjl-12/13/1998
6 Hi all, I've been really interested in this for a while as well (haven'jeffjl-12/13/1998
5 Jon, 12/06 article from Barrons. Many people do not understand that FDX is veDarryl Olson-12/9/1998
4 HP Officejet 1170 < 30 lbs but large box NewJersey to CA $654 delivered witKirk ©-12/8/1998
3 This is silly, but here goes. I actually think "e-commerce" may causJon Koplik-12/7/1998
2 Jon, good point. there is some point in the chip industry that you also draw thIngenious-12/7/1998
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