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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 232.55+0.2%10:41 AM EST

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To: brad greene who wrote (89299)1/1/2000 8:17:00 PM
From: Victor Lazlo   of 164684
 
<<Look for Walmart to be the #1 site next Christmas...... The estimated 7 to 10 million new shoppers next year will
be lower income, and less computer oriented. They have better name recognition with Walmart than with Amazon....... And Walmart has deep, deep pockets and a powerful partner.>>

AOL probably does best represent the demographics that wmt is after, and aol is the biggest.

<<Amazon can't win an expensive market share battle with Walmart...... and I think the "glow" Amazon gets for being number #1 is about to fade away.>>

yup, WMT already has the infrastructure unlike amzn. However, amzn deos have big 1st mover advantage in books and cd's imo (not that that's doing them any good).

<< I expect AMZN's chart to begin looking more like E-Toy's chart. >>

Sure is heading in that direction.
Victor
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