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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 237.58-2.7%3:59 PM EST

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To: Glenn D. Rudolph who wrote (118907)2/28/2001 11:36:13 PM
From: Victor Lazlo  Read Replies (1) of 164684
 
So Glenn, with land-based pure e-commerce going the way of the dinosuar, do you still think that mobile-commerce has a prayer??

Regardless of whether it is pure or brick and mortar / m-commerce blend, who will pay for it? The same customers who demand free shipping from AMZN? Or maybe the cell phone co's themselves, who can barely eke out an op profit and are getting raked on the 3g spectrum they are bidding far too much for?

Who is going to pay $1.50 per minute to peck a cellphone keyboard to order a book or CD, knowing all the while they could lose the connection and still get billed for the time??

Cellphone co valuations are falling apart. European cell co's are in the dirt - that is where WAP was supposed to be huge. And new cell phone sales are falling off a cliff.

And so whither m-commerce? Do you and William and Mark still see the m-commerce pie in the sky? .. scratching my head,
Victor
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