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: Tom D who wrote (79263)	10/1/1999 9:50:00 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>>They are trying to become the starting point for B2C eCommerce.<< Dr Tom, Vert is while Amzn is the New Metric.<g>. Believe it or not, I do occasionally like what the pimps have to say. >>VERTICALNET: This week we initiated research coverage of VerticalNet (VERT) with a Buy rating. VerticalNet operates a portfolio of highly focused, vertical trade communities on the Internet. Each of the company's 47 sites provides content, communities and commerce, including product sales, auctions, industry news, online forums, career centers, and other resources for industry constituents. In our view, VerticalNet has developed a highly scalable model that leverages best practices in terms of strategy, operations and technology infrastructure, enabling the company to quickly build deep vertical solutions. We are positive on the company and the stock as we believe VerticalNet's portfolio of vertical sites represents a diversified play on B2B eCommerce. In our opinion, VerticalNet is a first mover in the emerging B2B world with an early lead in building the content and communities that lay the foundation for lasting eCommerce franchises. Moreover, VerticalNet's ability to lever the Internet model represents tremendous upside potential-where recurring commerce transactions could profoundly alter the model in terms of revenue growth and longer term profitability. <<

To: Tom D who wrote (79263)	10/1/1999 10:53:00 AM
From: Glenn D. Rudolph	Respond to of 164684

Give me a break. Tom D (neither short nor long) Tom, I have no position either. Glenn

To: Tom D who wrote (79263)	10/1/1999 11:59:00 AM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

People might give AMZN the benefit of the doubt in regards to the new metric if the company was executing its business plan. But they are not. Same store growth was declining at its last measurement. Customer growth is less than expected. And now the New Metric. You mean on a q/q basis? I will agree with you after we see this xmas numbers if they don't do 700 billion in revenue. But one flat summer quarter doesn't say much does it? Every retailer suffers in the summer and this was after a blowout spring (unusual)... I think its too early to tell... or are you looking at something other than last qtr's report?