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

To: Bill Harmond who wrote (72582)	8/7/1999 9:23:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

As someone told me this week, start imagining Amazon, AOL, Yahoo and the other leaders in the context of a broadband Web. Imagine what that does for customer experience and barriers to entry. What does it do to barriers to entry? I assume nothing for Amazon, and as long as the fed requires open access not much for AOL or yahoo either? Customer experience is improved of course, I agree with that.

To: Bill Harmond who wrote (72582)	8/7/1999 9:25:00 PM
From: Jeff Dryer	Read Replies (1) \| Respond to of 164684

William, Thanks for posting these comments (which I believe give very good insight into what is going on with the Internet industry). I'd care if the revisions in business plans were more conservative. They've become increasingly aggressive. I like that. Joy Covey told us last September (reported by me here) that the mistake they made was underestimating the opportunity size. Jerry Yang said (on Charlie Rose) the mistake Yahoo made was being focused on profitability, and not being more aggressive building out "like Amazon is doing". My interpretation of Jerry Yang's and Joy Covey's comments are as follows: The Internet opportunity now is much smaller than we thought it would be (when making estimates two years ago), but the future opportunity (five years from now) is much bigger than we imagined. ... and I agree with this.

To: Bill Harmond who wrote (72582)	8/8/1999 6:07:00 AM
From: KeepItSimple	Read Replies (1) \| Respond to of 164684

>As someone told me this week, start imagining Amazon, AOL, Yahoo and the >other leaders in the context of a broadband Web. William, if you don't snap out of your mania, you might as well start imagining going broke. Is a 50% loss not enough to reveal the insanity?

To: Bill Harmond who wrote (72582)	8/8/1999 11:21:00 AM
From: Glenn D. Rudolph	Respond to of 164684

I'd care if the revisions in business plans were more conservative. They've become increasingly aggressive. I like that. Joy Covey told us last September (reported by me here) that the mistake they made was underestimating the opportunity size. Jerry Yang said (on Charlie Rose) the mistake Yahoo made was being focused on profitability, and not being more aggressive building out "like Amazon is doing". This reminds me of an individual that occasioanlly posts on SI named Marionsuts. She stated a year ago the problem with YHOO was they were not spending enough for future growth. The naysayers can play with themselves all the want. As someone told me this week, start imagining Amazon, AOL, Yahoo and the other leaders in the context of a broadband Web. Imagine what that does for customer experience and barriers to entry. You and I know what broadband is like. We are fortunate to have it now. It makes a huge difference. The news report that Mark linked a few meesages back talked about how most analysts had not made siginifcant comments on the plus side about Amazon. The writer I believe attributed that to Amazon being the only one of AOL, YHOO and AMZN to have low barriers to entry. That was so inaccurate. Amazon has very high barriers to entry. You are correct; there is lots of noise out there. Glenn