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

AMZN 231.69

+1.7%

3:59 PM EST

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To: Lizzie Tudor who wrote (50901)	4/16/1999 3:55:00 PM
From: Greater Fool	Read Replies (4) of 164684

>>They have a flawed revenue model, too similar to IBM's. Proprietary architecture, you mean? The barriers work for a while, but sooner or later substitutes come along. Sun didn't or couldn't address those substitutes. The cost of maintaining their own CPU infrastructure in a way that's competitive with the other CPU makers must be stratospheric. The threat from Intel / NT is bad enough, but you throw K7's into the mix and price/performance will plummet.

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