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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 242.33+0.6%3:18 PM EST
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To: Mark Fowler who wrote (12229)8/1/1998 3:05:00 PM
From: Rob S.  Read Replies (2) of 164684
 
Oh Mark of so little apparent knowledge and so much pure speculation. The major studies and industry leaders are the ones who suggest that biz-to-biz will dominate. Amazon's avowed big advantage is in going deeply into debt in order to develop bran loyalty. Several competitors have had ongoing biz-to-biz EDE programs going for years, including the infrastructure and interface programming needed to accomplish it. So little Amazongonenuts.com is just going to come along and quickly gain the upper hand with their consumer oriented approach with little inventory or facilities and no experience, relationships or groundwork done to compete? Amazon.com does not compete in that space effectively today and at best will become just another player in the future. The argument that many Amazon.bull speculators have is a simplistic: " . . . the e-commerce market is gonna be sooo big . . . and Amazongonenuts.com controls XX% of internet book selling so they will control XX percentage in the future." Many companies are simply adopting their already established EDE commerce systems from custom networks over to internet communications (extranets). Amazon.com has a chance to compete in that market, but not a very competitive one.
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