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

AMZN 222.69

+0.1%

Nov 19 3:59 PM EST

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To: KeepItSimple who wrote (75873)	8/31/1999 12:05:00 PM
From: Lizzie Tudor	Read Replies (3) of 164684

There is no difference. But if a wall street analyst can convince you there is a difference, it opens a "category" of new worthless b2b IPOs to push out the door. And that's all. Hey KIS - you don't know what you are talking about. There is a huge difference between the Ariba/CMRC side of B2B and the Chemex/Office Depot/Vert side of b2b. - these two types of companies are covered by different analysts - Phillips (Ariba) vs. Blodgett (ICGE/Vert) - Ariba as a software product does not participate in the Meeker "bring the entire world online at once" cash flow model of web companies.. Ariba or cmrc must be purchased and installed/customized by a team, hindering growth (otoh once software is installed there are no competitive concerns) - Web retailers such as Chemex are going to be losing money initially while they build up infrastructure - theres no real way around this, otoh e-commerce software can be profitable right out of the gate - The web enables Ariba/cmrc etc. to operate somewhat virtually from the corporate HQ, they can outsource R&D internationally to save costs, personnel issues are completely different, the retailers otoh need to acquire (large) cheap facilities and cheap labor domestically. - Ariba/Cmrc management should preferably come from the software industry and backfill with web/e-tail expertise. The chemex/Dells of the world should get manufacturing management primarily and a few software consultants I could go on and on but Chemex/Dell and Amazon are almost the same businesses structurally. The fact that Dell sells to businesses occasionally does not change the primary business model. The promise of b2b historically has been to automate business transactions, but its hard to do.

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