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Technology Stocks : Internet Guru Discussion

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To: Kelvin Taylor who wrote (754)	3/29/1999 8:57:00 PM
From: steve harmon - analyst	Read Replies (2) of 4337

amazon (amzn) - online auction is a necessary component of web etail so i view this as additive. amazon is going after being the online commerce service and trying to come at this as a etail portal, which it has done successfully the challenge is margins and earnings. but with more than $1.5 billion cash from bond offers i think amazon could be a contender for #1 etailer status which it is now (if we don't count dell which sells $14 million/day of pcs via the web) amazon's greatest threat, as i said when it first acquired internet movie database -- is aol, yahoo, excite/@home they all converge in the ecommerce space and tensions between them will rise, as will cost to market and compete

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