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

To: Sam Sara who wrote (65265)	6/29/1999 12:40:00 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

>>I am contemplating rolling out of AMZN into VERT, which looks very strong. Comments? I own them both and think VerticalNet has good appreciation off this low market cap, but I wouldn't sell Amazon to buy it. I consider Amazon a core holding.

To: Sam Sara who wrote (65265)	6/29/1999 12:34:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

I know employease and love it. Since it isn't public this is just my perception from things I have read in the red herring, etc. I think employease is one of the red herring top private companies or something. In general I think personnel outsourcing, benefits admin outsourcing, etc. is an explosive industry... companies want a lot of flexibility with personnel. I think employease will basically take all of peoplesoft's new business away if they do things right. This is yet another example of how the internet killed software. THere are other companies that do public outsourcing of erp tasks (usix) but I am less bullish on those. I think employease is the way to do it. Specialize in something, and offer it on the web... vs. just putting other peoples' software up. It seems like there is more value as an investor... to the customers I don't know if it really makes a difference... I know one thing customers don't like is the ebay "its not us" excuse when there is a third party running sombody elses software. Ariba is another company providing business to business commerce... a good concept, high value add, but the problem is they truly are a software company and the interfaces required to manufacturing are so complex to do what they do they will never be able to outsource. More likely somebody will provide a completely web-based purchasing module and the Ariba functionality will be built-in. But what Ariba does is interface to the highly customized in-house purchasing now and that is too complex to save a few $$ on paper clips. SOrry I don't know idiom or data channel but if they aren't true business apps providers (sounds like infrastructure, tools etc) then my opinion is no better than anybody else's, in fact its maybe worse. I'll look though.