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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 231.69+1.7%3:59 PM EST
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To: getgo234 who wrote (23868)10/31/1998 3:43:00 AM
From: Dwight E. Karlsen  Read Replies (1) of 164684
 
Exactly. >>why do analysts think AMZN has such a unique concept that others cannot duplicate or ameriorate upon it ? At best profit margins will be miniscule if the likes of Walmart want this marketplace.<<

Notice how some analysts were thrilled to see how quickly Amazon's CD sales surpassed N2K's and CD-NOW's? Amazon had a larger "web presence", "brand-awareness", customer base, etc. Plus they had the available cash to throw at more advertising. All the ingredients for a successful jump-start into CDs.

Now let's throw Wal-mart's, and B&N's available muscle at doing the same thing. Everyone knows Wal-mart is a reputable company to buy things from. They're as down-home as you can get. B&N knows books. They've also been steadily improving their web-site. And as ongoing concerns, let's just say that WMT won't need to worry even if they have to run their web-site selling books at a loss for 10 years straight, if they feel that they have to to build an online customer base. As these two companies get serious about getting a bigger slice of the online book sales market, Amazon is going to be playing defense in a big way. I'm not supposing that Amazon is going to go bankrupt quickly, but the business world is a tough playground. Once the brokerages smell fear in management, the sell-side analysts won't hesitate to pull the "hold" and "reduce" lever. Right now they smell confidence from management, and hold out hopes for more investment brokerage fees for for acquisitions by Amazon.
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