Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Eric Wells who wrote (65979)	7/1/1999 5:48:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 164684

>>I can see it now - displays at Wal-mart checkout counters advertising BAMM and other Wal-mart web offerings. Or better yet, Wal-mart cashiers handing out coupons for 5% off your BAMM purchases. Wal-mart needs to capitalize upon the captive audience of all the customers that continue to flow through its bricks & mortar stores every day. The bricks & mortar stores will actually allow Wal-mart to do low-cost, very targeted advertising for it's web site Barnes & Noble did all this, and they're a bookstore! >> Is it possible that Wal-mart is the next Amazon (that is in terms of rapid stock price appreciation)? The company is too large, stable and mature for that.

To: Eric Wells who wrote (65979)	7/1/1999 5:59:00 PM
From: dbblg	Read Replies (2) \| Respond to of 164684

Eric, My sense is that WMT and AMZN have very different customer bases and target markets. Amazon is clearly looking forward to the point when it will be in direct competition with WMT; WMT is clearly more skeptical. I spent several months driving cross country a few years ago and must have gone to twenty or thirty WMTs, especially in the South, and I have to say I doubt there is a lot of overlap between WMT and Amazon powershoppers. I think WMT and AMZN are both good long-term holds, (as is Costco)but I doubt WMT will match AMZN's long-term return.