Amazon.com, Inc. (AMZN) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

AMZN 233.22

+1.8%

Nov 28 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tom D who wrote (28426)	11/28/1998 11:27:00 PM
From: Glenn D. Rudolph	Read Replies (1) of 164684

I seem to recall that the book-selling market is highly fragmented. Does anybody know BKS market share? Books are about an $80B market, globally, and what are BKS sales--a few billion a year. Tom, BKS has about 12% I believe. The land-based stores would be cannibalizing their own sales if they waged price wars with the net-only sellers. If land-based stores want to also sell on the net, it appears that a) they will lose significant money selling on-line due to competitive cost pressures b) they will undersell themselves--stealing sales from their land-based stores, which have probably realized no cost reductions to accompany the transfer of sales from their stores to the net and c) they will have to waste millions on advertising/promotional campaigns to prevent competitors from grabbing market share. Tom, Net selling is typically not lower than the standard store. Secondly, the customer that buys on the net is diffierent than the customer that goes to the store. I have yet to find any merit in the bullish e-commerce argument except for the fact the upward momentum in the stock price is there. That will end soon in my opinion. Also, Forrester and Jupiter's research is paid for by the e-commerce association. I am not certain it is unbiased. No one is addressing the distribution problem. I am feeling left out<G> Glenn

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next