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

To: Wizard who wrote (82249)	10/28/1999 1:46:00 PM
From: Lizzie Tudor	Respond to of 164684

Wizard, one problem is that many people (myself included) assumed the old Moore gorilla principles applied to e-tail. Eotys seems to be really putting up a fight for their space. I thought amazon would get it.

To: Wizard who wrote (82249)	10/28/1999 1:46:00 PM
From: 10K a day	Read Replies (1) \| Respond to of 164684

Wizzy, Pardon me for a moment, if i take your name in vain, let me take you back to 2 years and 13 days ago, AOL, The company, Market cap of 980 million ish,,,, Revenues, about what Amazon reported today,,, give or take a couple,,, Now market cap wise, sure why not, why not give it a 30 times MARKET CAP multiple, this is a new era, BABY,,, this is all about insider selling, did you know if aol (insiders) had sold, 3 times their Q revenue in 1997, or put another way, 50 percent of there 1997 market cap, at that time, they may or may not be where they are today, shoot, i need some new metrics, i need some RAMBO METRICS, I NEED A FREAKING LOBOTomy.....

To: Wizard who wrote (82249)	10/28/1999 5:31:00 PM
From: Bearded One	Read Replies (2) \| Respond to of 164684

Yes, AOL seems to have proven that you can lose money for a long time while establishing a brand and then make money. Amazon is a different company in a different marketplace from AOL. You have to judge these things independantly. Your argument that AMZN will eventually figure out how to monetize 25mm accounts just like AOL has is based on falsely equating an AOL account with an AMZN account. For example, Lock-in is very different. It is much harder to switch from AOL to , say, MSN than it is to switch from Amazon to Barnes and Noble. In the former case, you have to let everyone know your new email address, your new website, etc... In the latter case, you're not even switching. Your just going to a different website. AOL has a revenue stream of $20/month per customer. Even that may go down and AOL may be headed into trouble soon. What's Amazon's guaranteed revenue stream? As far as business models, AOL pretty much stuck to the same business model-- keep customers, offer services. what's Amazon's business model this week?