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

AMZN 222.50

-4.5%

Feb 5 3:59 PM EST

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To: Lizzie Tudor who wrote (46523)	3/19/1999 2:52:00 PM
From: Rob S.	Read Replies (2) of 164685

The travel industry is undergoing a lot of consolidation, changes in commission price structure, and encroachment by the airline carriers. The major carriers intend to sell more direct via the Internet, cutting out the middle-men. But one-stop-shopping and the flexibility and innovations that a "travel company" can bring to the customer should be significant. I agree that there will likely be a handful of winners in this category. The market is huge and the opportunities for growth and innovation are enticing - but the road to market leadership won't be a bed of roses.

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