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

AMZN 222.77

+0.1%

10:41 AM EST

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To: cellhigh who wrote (4253)	5/13/1998 12:06:00 AM
From: William T. Katz	Read Replies (1) of 164684

TDFX vs AMZN: It's funny that ronald brings up TDFX because it's a case of two extremes with some commonalities. 3dfx and Amazon.com are two young upstart companies that have blazed forth and captured marketshare in young burgeoning fields, namely high-quality 3D graphics and book selling on the internet. 3dfx has lots of competition coming their way including the small fry nVidia, Rendition, NEC, 3D Labs and the big bad boy Intel. Amazon.com has lots of compeition coming their way including several smaller online bookstores/search engines and the big bad boys Barnes & Noble, Borders, and Bertlesmann. Both have executed extremely well. And there the comparisons stop. 3dfx made fantastic earnings last quarter and will probably do so again next quarter ($.50 eps for the quarter alone) based on their new Voodoo2 chip. Amazon.com loses money and plans on losing more for the forseeable future. 3dfx stock has fallen dramatically based on fears of their competition. Reviews are showing that future chips are worthy adversaries of Voodoo2, a chip which ships right now. Amazon.com has risen in the face of great competition like barnesandnoble.com and borders.com, both of which look like great sites. Investors also couldn't care less about the future entry of the 800 lb. beast Bertlesmann that owns a number of publishing houses and book clubs. 3dfx stock has fallen right after lock-up expirations while Amazon.com seems to have more tightly controlled supply. Who knows where the story will wind up?

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