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


To: Richard Tai who wrote (701)12/22/1999 5:34:00 PM
From: syborg  Read Replies (2) | Respond to of 766
 
The public likes diversity and as eCommerce takes off so will the established players. AMZN does not have a lock on the market. Give BNBN some time to stretch its legs. Geez, the stock has not even been public for a year and everyone is starting to write it off! Lets review some of the historical market segment "locks." IBM with hardware. The big 3 with autos. Standard oil. Netscape with the browser. Kodak with film. etc...

Wait until the end of the Christmas buying season for two things. First, what about returns? Would you like to return items to a brick and mortar location or via the mail? Selling and shipping were the first test of eCommerce this season. The next test will be customer service and returns. Second is earnings announcements. With the greatest eCommerce season coming to a close who managed costs and expenses well enough to show a profit or allowed their business model to close in on one? Time will tell.

syborg