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Strategies & Market Trends : Rande Is . . . HOME

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To: Bucky Katt who wrote (7839)	6/3/1999 11:16:00 AM
From: Rande Is	Read Replies (3) of 57584

To ALL: Look everywhere and leave no stone unturned. . . . We are looking for rumors, indications, leads, connections or otherwise between PlayCo and AMZN. . . .or any OTHER toy store and AMZN. It might be coincidence that PlayCo is LATE on opening their website, while AMZN is going to launch their TOY division tomorrow. I need to know if AMZN has made any indication toward one toy retailer or another. EToys is the OBVIOUS connection, which everyone will be watching. . . but if you recall. . .AMZN does not go the expected route. . . and it tends to prefer the little guy. . .probably because they know that any connection with themselves is nearly guaranteed success. With Wal-Mart expected to announce they are going online tomorrow. . .by Back-To-School. . . . remember that WMT is the clear leader in toy sales now. . . Could WMT and AMZN be joining forces?? Now that would be news. . . . But since we are so heavily into PLCO, we need to take some time to look. The MAIN indicator says "no" . . . and that is that there is no insider buying on PLCO today. A deal that big, would be nearly impossible to conceal completely. So. . . either AMZN has someone ELSE completely in mind. . . Or WMT and AMZN are going to be a catagory killer. Whoa. . .the thought of it is hard to imagine. . . EVERYONE thinks that they are arch rivals. . .especially with the recent lawsuit. But if Wal-Mart were to sell Toys via AMZN, it would be bizzare, but it would remove a big portion of the competition. K-Mart would cringe. HMMmmmm???? Well. . . anyway. . . not sure what answer is. . . but lets start looking around and see if we can find any connections. . . .I smell some big opportunity if we can figure it out. Rande Is PS> One more thing. . . remember that for AMZN this is still too little too late. . . I don't think it will be going up much more than it is from here. . . but next week, I see it going down below 100 to test that support level again. What we are looking for is a toy company that is getting UNUSUAL VOLUME today. Alert if anyone spots this.

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