eDrugstores: Drugstore.com, PlanetRx and Soma

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks
eDrugstores: Drugstore.com, PlanetRx and Soma

An SI Board Since February 1999

Posts	SubjectMarks	Bans
254	6	0

Emcee: Tom D	Type: Unmoderated

Introduction Compact

Drugstore.com went live this evening, following Amazon.com's announcement of their 46% ownership stake. Soma's site is already operative. These three companies should be spirited competitors, at least for a year or two.

I noticed that there are presently no individual SI threads for any eDrugstores. I am proactively starting this combined thread because investors in any one of these companies should be following all three of them. Hopefully we can avoid splintering off into three different threads.

Many of us who live in big cities may drive right past drug stores every day and wonder why anybody would prefer paying shipping charges and waiting a few days to obtain their merchandise.

Some advantages of eDrugstores include:
1) greater product selection
2) more information (you can email questions to a real pharmacist)
3) privacy (you can buy all those embarassing personal items in privacy and even have time to read the labels)
4) you don't have to park in a crowded lot or wait in line.

Mary Meeker's criteria for successful eCommerce include:
1)high revenue-to-weight ratios
2)fragmented market
3)enhanced selection, information and convenience

In 1997 the Rx market was $89B and OTC medications were $22B.

Let the competition begin!

Tom D

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
254	Thread, Gomez releases rankings of Internet Pharmacies: businesswire.com Che	tuck	-	4/6/2000
253	Check out yesrx.com KAHI. Internet pharmacy. To announce details of a spin-off	Witold	-	3/12/2000
252	I agree.	H James Morris	-	3/6/2000
251	Jim, Good to see that you and Tom are still at it. Trouble lurks for the onli	Firenze	-	3/5/2000
250	Tom, The Drugstore partnership with Rite-Aid has not helped...put it that way.	H James Morris	-	3/3/2000
249	I know it is not news. My point is that maybe they decided to raise the price	Tom D	-	3/3/2000
248	That's old news Tom. Look out for Mbuy, another Kleiner B2B child which IPO	H James Morris	-	3/3/2000
247	Maybe the Elephants did it for the SPO. SEATTLE--(BUSINESS WIRE)--Feb. 9, 200	Tom D	-	3/3/2000
246	The fact that you are buying it in the high teens... ...means more to me than	Tom D	-	3/3/2000
245	>Any idea why DSCM is up about 20% today? No Tom, but I've been buying i	H James Morris	-	3/3/2000
244	Any idea why DSCM is up about 20% today? PLRx is rather flat. I wonder what&#	Tom D	-	3/3/2000
243	Exulta requi judicas terram. Redde retributionem superbis. Onec fodiatur, Pec	Tom D	-	12/8/1999
242	Tom, I'm pleased to announce that Imgx has selected Flexenroll to be the AS	H James Morris	-	12/8/1999
241	I wonder if SSB has been a heavy buyer prior to their recommendation. Somebody	Tom D	-	12/8/1999
240	Tom, I tend to agree with you. I decided to buy 1k shares at 42 1/8. I guess	Firenze	-	12/7/1999
239	I am more optimistic--I figure it to be at $60-$80 within 6 months. I am on th	Tom D	-	11/30/1999
238	Tom, I am not sure that DSCM is gaining anything with the other PBMs at this p	Firenze	-	11/30/1999
237	Why would DSCM want to buy PCS? I don't see what would be in it for DSCM.	Tom D	-	11/29/1999
236	Tom, I know this may be far fetched, but what are your thoughts that DSCM may	Firenze	-	11/24/1999
235	I assume the runup corresponds to the initiation of EDI. This should produce a	Tom D	-	11/23/1999
234	Tom, I have only figured one thing out about this sector, the nadir. Everythi	Firenze	-	11/23/1999
233	Both PLRX and DSCM have had significant increases in market caps over the last	Tom D	-	11/19/1999
232	Jim, I am not so sure about the PLRX at this point, as the relationship with E	Firenze	-	11/16/1999
231	<<and anybody else who is interested.>> TomD, I bought back into Ds	H James Morris	-	11/13/1999
230	PLRX beats expectations. After the close of trading, PlanetRx	Tom D	-	11/11/1999

Go to reply# or date (mm/dd/yy):