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

AMZN 249.14

+0.3%

3:59 PM EST

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To: H James Morris who wrote (113482)	12/27/2000 4:46:09 PM
From: Randy Ellingson	Read Replies (3) of 164684

HJ, I somehow can't imagine Walmart going for that. Can you? If Glenn is right, the speed with which Walmart figures out online selling is not critical -- they'll get it right eventually, and they never need to worry about raising additional capital. As for YHOO+EBAY, I can see that happening but can also see them at loggerheads regarding appropriate valuations for the deal. <g> I just read this issue of the Internet Capitalist (Reamer's publication), and his theories paint a sorry picture for online advertising for the coming year. If he's correct, at least YHOO will show a rising % of revenues from commerce and services :-).

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