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Technology Stocks : barnesandnoble.com (BNBN) -- Ignore unavailable to you. Want to Upgrade?

To: Mark Orsi who wrote (700)	12/22/1999 11:57:00 AM
From: Richard Tai	Read Replies (1) \| Respond to of 766

i think maybe amzn is becoming the wal-mart of the net. and just about everyone shops at wal-mart. i agree with you that k-mart sucks though. even if bnbn takes off. it would be lucky to get to $30 and that's just a good day for amzn. i think it's better to stick with the first tier names as they continue to perform and even if there's a correction they're the first to bounce back. second and third tier names like bnbn, bynd, etc. just don't have the same upside. as a value play perhaps bks is a better buy than bnbn as they own 40% of bnbn currently $900 million which means their entire b&m business is only valued at around $500 million.