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

AMZN 233.22

+1.8%

Nov 28 9:30 AM EST

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To: gjhinc who wrote (42733)	2/26/1999 7:15:00 PM
From: GST	Read Replies (2) of 164684

gjhnic -- a man after my own heart -- you touch on issues that disturb me above all else. I have no problem with zany valuations if the growth potential is real -- but here it is not, and you hit the nail on one of its two heads. For me the other is competition from real retailers and real logistics companies, including the catalogue types that will be more inclined to move in once there is a market big enough to make it worth their while -- they have the logistics capability that the AMZN's of this world don't have -- almost a replay of what you describe in information processing. Some will say 'ya but they are not selling books, or CDs -- they are selling whatever comes along and doing it better cause they are on the WWWoftime' -- and nobody will ever catch them. I don't think it will be a mtter of catching them, I think somebody will be peeling them off the wall that they are going to hit at about 100 mph in a few months.

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