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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: tonyt who wrote (56699)	5/14/1999 2:32:00 PM
From: Lizzie Tudor	Read Replies (1) of 164685

the established companies will end up the leaders on the Web (i.e. Amazon won't be the Walmart of the Web, Walmart will be the Walmart of the Web), and that IBM is there to make it happen with their Web services. Interesting. Thats never been the way its happened in the past and Gerstner should know that. Example Oracle ended up owning the corporate database market, even though IBM invented relational databases, and Sap dominated corporate software in the 90s even though in the 80s they "established" players were completely different (Boole and Babbage etc.), and for that matter IBM itself can be used as an example in the PC biz. Every executive should know that the excess baggage these established players carry around makes them less capable of innovation in new mkts, Gerstner should have toned his speech towards how the internet "will be different" and allow for established players to make it. (although I don't think they will and we've already seen that)

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