Father Dan on October 20th, 2003
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Could it be that International Paper of Stamford, Conn. (2002 total sales: $25 billion), Georgia-Pacific of Atlanta ($23.3 billion) or Weyerhaeuser of Tacoma, Wash. ($18.5 billion) are the next big investment opportunities? TIME.com:: “Although e-commerce accounts for only a fraction of cardboard-box sales, it is a very fast-growing fraction and likely a big part of cardboard’s future. The reason is plain: 10 copies of a best seller can be shipped from a publisher to a bookstore in a single box. But 10 individuals buying the book from Amazon require 10 cardboard boxes. Online purchases by U.S. consumers surged 48% last year, to $76 billion.

In 2002 the world’s cardboard manufacturers turned out 132 billion sq m of the stuff, enough to cover the state of Louisiana, with a value of almost $95 billion. At whatever rate world GDP grows over the next five years, say, 2.5% annually, cardboard production will almost certainly grow a percentage point or more faster.”

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