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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 220.94-0.7%1:21 PM EST

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To: Lizzie Tudor who wrote (57755)5/21/1999 12:23:00 PM
From: Robert Rose  Read Replies (2) of 164684
 
<Off the top of my head I don't think there
is much in the cmgi portfolio that rivals drugstore.com or homegrocer both of which I
think will dominate their space most likely. >

I like both of these too, but the problem with etail of course is margins. B2B (Chemdex) and internet marketing (Engage) have the potential for better margins, perhaps.

That's my only problem with AMZN: they are doing everything right, but playing in a space in which they can only do so much. However, there is room for a giant in etail, and it certainly looks to be AMZN down the road.
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