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Technology Stocks : America On-Line: will it survive ...?

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To: Bald Man from Mars who wrote (9300)4/3/1998 9:19:00 AM
From: Pancho Villa  Read Replies (2) of 13594
 
IMO AMZN is not an internet company, just a book seller with a web site. You said it many book sellers with much better resources are jumping in. Setting up a web site and mailing books doesn't look like a business with significant barriers to entry for the big guys. This said, be aware I don't follow this puppy and haven't read their sec fillings. The judgement I passed to you previously is based on comments I have received from some folks whose judgement I respect.

Pancho
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