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

AMZN 227.37

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3:59 PM EST

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To: Glenn D. Rudolph who wrote (77632)	9/18/1999 10:10:00 AM
From: Victor Lazlo	Read Replies (2) of 164684

<<So why is the market beating up AOL? >> Glenn maybe I'm whacked out on this, but i think that on a somewhat subconscious level, many investors view aol, a money-making company, as currently "being what it is going to be"- it has basically achieved the bulk of its strategy, and from here on it will simply keep growing and add features and alliances incrementally to try to stave off competitors. (And it may be more prone to competitors than, say ebay, which is also now "what it is going to be" but which is also clearly the gorrilla of auctions, hence less competition-prone.) On the other hand, I think many investors still see a co like amzn as being in the development stage with at least another couple of years or so before its full potential is in view. (Again, this is not my view, but my view of the market's view.) And in net investing, the unkown of the future (amzn) is more dazzling than the very successful fulfillment of a bus strategy (aol). Other "minor" negs for aol- lack of an impressive broadband alliance and comparatively large float. Victor

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