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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 233.95+0.3%Dec 1 3:59 PM EST

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To: Bill Harmond who wrote (24580)11/5/1998 5:51:00 PM
From: fedhead  Read Replies (1) of 164684
 
Isn't YHOO's business model going to be similar to AOL i.e they also will be an online mall collecting commerce fees right ? Is there
any data on what fraction of the ecommerce revenues from their
online stores YHOO and AOL get to keep. I am also wondering why YHOO
has outperformed AOL in this cycle by such a great margin. Is it because YHOO is catching up with AOL in valuation which doesn't make sense as they are so far apart in revenues.
On a separate note, any idea what is causing Rambus's weakness of late. Its definitely showing divergent action from the rest of the
semis/PC stocks. The next bull market has definitely begun as even the
laggards like disk drives etc are [picking up.

Thanks
Anindo
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