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

AMZN 233.95

+0.3%

Dec 1 3:59 PM EST

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To: Lizzie Tudor who wrote (74238)	8/17/1999 1:36:00 PM
From: Bearded One	Read Replies (2) of 164684

I don't know if eToys is a winner or not. Certainly, whatever your view of e-commerce overall, within that group there are those which are on the ball and those which are not. This article was interesting because it was a criticism of Amazon's innovation, something which is widely touted by its promoters. You have to understand, I'm not against e-commerce companies per se, I just don't think that they're going to replace brick-and-morter. I think of them as fancy 'catalog' companies. In that sense, a catalog-based toy company can do very well. Just like JCPennys does very well with their catalog. So yeah, a bookstore or a toystore can do fine. Whether or not they're worth 5 billion dollars or 25 is something else entirely.

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