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

AMZN 241.56

+0.3%

Jan 7 3:59 PM EST

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To: MoonBrother who wrote (48768)	4/2/1999 7:34:00 PM
From: Glenn D. Rudolph	Read Replies (1) of 164684

But looks like the first and fore most thing they have to worry is not being bot out by bigger suitors, such as Wal-Mart. At $25b, their estate is still not that huge comparing with Wal-Mart's $180b. MB, That was an interesitng post. It has never crossed my mind that any firm would pay $25 billion for AMZN via cash or stock. My bearish feeling on the company prevents me from believing that is possible. I really can't imagine WMT doing that. I think this is the only way to 1) defend itself, and 2) acquire the small ones. So far we've seen AMZN started investing in small sites, but comparing with Yahoo's huge gesture - dumping billions of "dollars" to buy prominent I-net sites I really do not see YHOO and AMZN competing int he same space. YHOO does have online shopping but my opinion is the number of purchases made through YHOO's online group is small. AMZN does have to be concerned about AOL. I am not sure so much about the AOL web page although that is some kind of issue. It is the AOL content shopping that I believe is very successful. Scaling is a factor here and AOL has that.I suspect AOL sells more merchandise online via their internal content than AMZN sells. The merchandise is not AOL's but rather the variety of affiliated stores. I believe AOL receives a percentage of the sale but will show my ignorance by stating I am not sure of that. The $1.5 billion in sales AOL claimed to have occurred last fall was likely the online content and the website combines. AMZN did $250 million or 1/6th the volume. James has been stating AOL will eventually buy AMZN but I doubt that. AOL has the lead without dishing out that much stock or cash. These are rambling thoughts. Have a nice long weekend! You too. Enjoy!!!!

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