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Technology Stocks : Fatbrain.com Inc. (FATB)
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To: cardcounter who wrote (244)9/1/1999 10:06:00 PM
From: Lizzie Tudor  Read Replies (2) of 332
 
I may be wrong about this but I think fatb is targeting a different market than amzn, bnbn.

For example fatbrain currently goes onsite at cisco all the time - they have some sort of internal bookseller arrangement for technical books. I believe they are targeting cisco and other high tech companies to publish their documents through this fatbrain system (whatever it is). So for example Oracle press right now... Oracle writes the docs, then they outsource everything, distribution etc. Fatbrain would replace that, because after all a lot of Oracle press existed once as white papers etc. coming out of the engr dept, and there are a lot of docs that would be published this way but don't warrant the expense and hassle of the publishing process, especially for these tech companies that have other things to do.

There is nothing keeping amazon from starting something like this but since fatb has this clubby relationship with Cisco, Sun etc. I suspect the relationship will hold. And I think this technical doc market will grow with this process, and serve the universities and professionals that want this info but can't get it.

I think running up 60% yesterday was a bit much but I can see this stock climbing on this... I don't know to where yet... one important thing I want to check is that they don't move out of their high-tech niche because I agree there is no way they can compete in the genl market against amzn etc.
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