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

To: Bill Harmond who wrote (68757)	7/22/1999 2:29:00 AM
From: Jeff Dryer	Read Replies (1) \| Respond to of 164684

>Right. Except they're spending lots of money. Did you hear Jeff's >part about external marketing expense leveling off and more to be >spent for interface development? That tells me he feels he has >plenty of lift. I better listen to the conference call. >If the best are losing to him permanently, why all the concern going >forward Because the best in each category don't quit. They do what it takes to survive. I believe companies that focus primarily on one category and do it the best will win the individual categories in the long-run. I doubt that online companies... the ones focused on lots of different categories can be #1 in each category or even #2. Amazon.com is creating a competitive nightmare for itself by getting into so many categories so quickly. Amazon becomes a bigger target the more categories they get into. I'm sure eToys is just thrilled about Amazon.com entering the toy category. Ditto eBay with auctions. What if Dell decides they are going to be #1 at selling electronics? There are numerous brands with selling power and many reasons why customers are not likely to remain loyal to one site. I went to Amazon, thinking I might buy a DVD player. Found one I liked... but then checked out customer reviews (listed below the picture of the product). The customer said the Sony DVD had a glitch that caused the sound to be out of sync with the picture. I decided not to buy the DVD. Customer reviews are neat... but sometimes they work against you. Here's an SI example: I'm sure E*Trade is just thrilled about the title of one of the threads an SI member created a few years back. There are many unknowns about the Internet and how it will play out... what works and what doesn't work.