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

AMZN 229.55

+0.2%

Dec 5 3:59 PM EST

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To: Randy Ellingson who wrote (24857)	11/7/1998 11:39:00 AM
From: Techie	Read Replies (3) of 164684

>>isn't it more likely for people to go to the 'net name? I would seriously question that notion. I think when it comes to net shopping people would go with pricing. As for branding, don't kid yourself, the Barnes and Nobles brand is much stronger than the Amazon brand. Plus I don't think the branding here is as important as pricing, depth of inventory, customer service/satisfaction etc. Since BKS has the logistics in place, it can excel at these things on the net very quickly. Netscape comparison is perfect. When we all started out it was Netscape=internet=browsers. Then came mighty Billy and all Netscape could do is struggle to maintain some market share while continuously losing money. I don't know about you, but I'm not married to the Yahoo name, if I see that Quicken has a better finance site, I will drop Yahoo like a hot potato and not think twice. AOL is a totally different story. They have a captive audience. I think their model is the one more difficult to beat.

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