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

AMZN 227.37

+0.3%

3:59 PM EST

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To: OtherChap who wrote (24806)	11/6/1998 6:21:00 PM
From: OtherChap	Read Replies (2) of 164684

Interesting logic- weird but still makes sense to me.. ******* I am going to tell you how Barnes and Noble will CRUSH Amazon.com....read carefully: BKS just bought Ingram which is the largest book supplier in the country and the primary book supplier to Amazon.com......can they charge AMZN more for books and themselves(BKS) less? No, that would be illegal....but, wait a minute! BKS can charge MORE to AMZN and MORE to themselves....the same price hike acoss the board! Of course this will strain both AMZN and BKS, but, wait a minute! BKS owns INGRAM, so even if they have to pay more for their books the money still STAYS IN HOUSE in the newly owned susidiary, INGRAM....whatever BKS loses, INGRAM makes....HOWEVER, Amazon will lose yet more money from the higher costs, and BKS will be the net beneficiary in both increased profits from the Ingram sales to AMZN, and by eliminating AMZN's price competitiveness....

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