Amazon.com, Inc. (AMZN) Message Board

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

AMZN 230.27

-0.6%

Dec 11 3:59 PM EST

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To: Rob S. who wrote (25084)	11/8/1998 7:53:00 PM
From: John O'Neill	Read Replies (1) of 164684

An email from an exec friend of mine reg AMZN... Thanks for the info. Of course AMZN is going to try to put a good face on it, but how would you like to be dependent on your biggest competitor for 58% of what you buy. Barnes and Noble will know exactly what books that AMZN are selling, for example. That kind of information is considered highly proprietary in any business; right up there in the trade secret category. In any business, if you know exactly what your competitor is selling (their "product mix" it is called), it is a huge advantage. Even worse, when there is a shortage of a particular, very popular book, who is Ingram going to supply it to first - AMZN or Barnes and Noble online? Here's a clue - it won't be AMZN. Comments? I wonder if Friday price really reflected these probs for AMZN and it's market cap? Comments??

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