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

To: Cap_Loss_Cfwd who wrote (67716)	7/14/1999 5:00:00 PM
From: KeepItSimple	Read Replies (4) \| Respond to of 164684

> signals the final uncoupling of these issues. Any opinions? If nothing else, Amazon has shown it will sell any product or service at a massive loss, in order to gain marketshare. ie, below cost books or free auctions. There's no way Ebay can compete against free auctions on a service that at least doesnt go down every few days. The users will slowly move away from ebay to Amazon, and once critical mass is reached, ebay will be out of business. End of story!

To: Cap_Loss_Cfwd who wrote (67716)	7/15/1999 1:04:00 AM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 164684

>> I made no trades but it looks far from boring for an Ebay short. I wonder if the 11 point swing (Ebay -2, AMZN +9)today signals the final uncoupling of these issues. Any opinions? << Since eBay is not showing much growth in rev, I guess that is the end of the dream for it. If the lack of rev growth is compounded by contraction of earnings, then maybe its holders will experience the opposite of a ten-bagger. Amazon is wisely choosing to give brokers what they crave: revenue. So its fortunes are quite separate from eBay.