Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

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3:59 PM EST

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To: akidron who wrote (20195)	6/11/1998 10:44:00 PM
From: David Rosenthal	Read Replies (2) of 70976

OT Aki, I am with Brian on this one (Amazon being way overvalued). The price of entry for this business is very low. Currently, Amazon has name recognition and links from some well-visited sites. But there is no experience with shopping Amazon on the Internet. It's not like visiting a Barnes and Nobles or Borders Store and drinking coffee and browsing books. Ultimately, the big draw of Internet shopping is that you can do it from your armchair. And you can easily comparison shop. Amazon can look forward to shrinking margins as competitors pop-up and compete on price. And consumers will buy on price. It is not hard to see that the shakeout of the high-flying Internet stocks will occur and will not be pretty. Most will be eaten or go bankrupt. Dave

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