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

AMZN 222.55

-1.6%

3:59 PM EST

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To: sea_biscuit who wrote (41263)	2/19/1999 10:29:00 PM
From: Wizard	of 164684

>>On the computer, however, all it takes me to go from amazon.com to barnesandnoble.com or to shopping.com is a few effortless keystrokes... In that case, why is it that AMZN was 'late' to market in offering cd's and then in their first full quarter of business did more cd sales than all other on-line cd sites... combined...?? Amazon.com management is just too smart and too good relative to everybody else: Lycos is merging with Home Shopping Network for the warehouses and 'fulfillment' capability of HSN so that it can 'monetize its eyeballs' with e*commerce $$$. However, Amazon.com dominates the key categories that are selling on-line (books, music, videos). These are lower margin but it is far, far better to start with low-margin products and then add high-margin products (software etc...) as your margins then naturally expand. Wall Street likes that. Lycos is saying that books etc.. are too 'low-margin' for them but that just accentuates AMZN's advantage of starting with low-margins. I am long AMZN as of Thursday as a 50% correction sounds like a good an entry point as any. Bought more YHOO today.

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