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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 232.41+0.1%9:30 AM EST
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To: Bill Harmond who wrote (72582)8/7/1999 9:25:00 PM
From: Jeff Dryer  Read Replies (1) of 164684
 
William,

Thanks for posting these comments (which I believe give very good insight into what is going on with the Internet industry).

I'd care if the revisions in business plans were more conservative. They've become increasingly aggressive. I like that. Joy Covey told us last September (reported by me here) that the mistake they made was underestimating the opportunity size. Jerry Yang said (on Charlie Rose) the mistake Yahoo made was being focused on profitability, and not being more aggressive building out "like Amazon is doing".

My interpretation of Jerry Yang's and Joy Covey's comments are as follows:

The Internet opportunity now is much smaller than we thought it would be (when making estimates two years ago), but the future opportunity (five years from now) is much bigger than we imagined.

... and I agree with this.
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