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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (61138)	6/8/1999 10:48:00 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Sarmad, have you noticed the big $fortunes on the big Internets has been made, and I don't think they'll ever see their highs again, but that's only my opinion.These big run ups seem to be caused by day traders, momo's and speculators, versus value investors, but that's old news. I guess the only $fortunes left are finding .com Ipo's. That's getting tougher and tougher. I find myself calling around, but when I get them, its usually a hand out, because I don't have a $billion in one account.;-) What's the next appealing one?? Probably Phone.com, and that doesn't look very attractive to me, but I'm sure the .com lovers will bid it up. I hope Buy.com comes out before this mania ends. I want to get a 3 bagger, then spin it.

To: Sarmad Y. Hermiz who wrote (61138)	6/8/1999 11:40:00 AM
From: ShortyBear	Read Replies (1) \| Respond to of 164684

The opposite is brand identity dilution, because few customers will buy from a diluted brand. That's why specialty stores often do better than department stores -- they have a brand that means something to consumers. In the long run, consumers often assume that a specialist (e.g. the Gap for jeans) is better place to buy than a generalist (e.g. Sears for jeans). There are some counter examples, but this rule typically holds true. My point was that in the case of Amazon, the brand identity built up in online book sales may (eventually) be lost to B&N, Borders, etc. Meanwhile, the new businesses may spark a lot of short term interest, but inevitably fail to gain market share from more specialized competitors. In the end, if AMZN suffers from this, lackluster sales will result (perhaps bankruptcy also, if it the results are bad enough).