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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 240.87

+3.4%

3:59 PM EST

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To: Doug Fir who wrote (11089)	7/21/1998 6:03:00 PM
From: Rob S.	Read Replies (1) of 164684

The only way to get investors and analysts alike to understand that expectations for Amazon.com are blown way out of proportions is to make the point with brokers analysts spill this garbage to and that turn around and sell it to their clients. "OK Mr. Broker, if the internet is so daxn revolutionary as a way to sell hard goods that require inventory, shipping and receiving, keeping up with the trends, and have low margins, why doesn't that apply equally as well to internet brokerages which have few parallel concerns? Why tell investors that Amazon.com has done such a great job of being an early entry into the inet and has developed information systems and alliances such that they will command a leading share of the market and will displace all those old-line marketers who are now instantly obsolete and unable to compete? Doesn't that same logic apply to YOUR brokerage firm? Why don't you quit your job today and start working as an on-line clerk at E-Trade or Datek? Isn't it just as obvious that the full-service "bricks and mortar" brokerages are doomed to oblivion and that they are barred completely from competing with the deep discount e-brokers?" No, the world will not instantly change habits and start buying everything from Amazon.com. No AMZN does not have a lock on the competition of e-tailing any more than an E-Trade has a lock on the future of the brokerage industry. No there is not going to be one or two winners with the rest winding up losers anymore than Waterhouse and Brown & Company will be the only stock brokers left on the planet. And no, book and other e-tailing will not quickly replace bricks and mortar retailing anymore than e-brokers will doom all other brokerages to the scrap heap. And no, 'old-line' book merchants are not incapable of providing usefull service and adpating to new challenges any more than <1>YOUR brokerage is totally incapable of taking advantage of the internet. Finally, Amazon.com will not portion off 'internet real-estate' and control access to usefull internet technology and information sources anymore than any web broker will. Hey, a couple of them got there first, why can't they seize control?" Amazon bull analysts, time to get your handle on what's real and what is imagined and frame things in a context that even your feeble minds can comprehend - think in terms of the context of your own industry for appropriate parallels - you will find the value of services that Amazon.com has to offer is much less valuable and unique than those in your own industry and no less competitive.

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