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

AMZN 227.35

+0.3%

Dec 19 9:30 AM EST

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To: John Donahoe who wrote (69554)	7/25/1999 11:14:00 PM
From: Eric Wells	Read Replies (1) of 164684

>>Can I correctly infer then that you believe e*commerce >>is going to be "really big"? Yes - I do believe e-commerce will be very big - in fact, I think it already is quite sizable. I believe, however, that e-commerce will be extremely competitive - much more competitive than it is at the moment. I don't believe that any one company, such as Amazon or Wal-mart, will dominate - I believe that intense competition will lead to many companies vying for position. And I believe that it is highly likely that web retail may evolve in the same manner as bricks & mortar retail, with different brands establishing strength in different retail categories. Thanks, -Eric

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