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: gladman who wrote (91119)	1/15/2000 1:29:00 PM
From: Lizzie Tudor	Read Replies (2) \| Respond to of 164684

The strategist feels it's too early to determine which e-commerce or Web players are the likely winners in such a fast-shifting sector. So, his list dramatically underweights e-commerce, a bias that was sharpened when Amazon.com was removed, owing to Applegate's concerns about its business plan.<< Theres a bunch of targeted segment-specific no-inventory retailers coming. This is where the dot com companies use the existing retail infrastructure and take a commission cut by farming orders out to specific retailers for delivery. Its a b2b model in some ways... anyhoo the current analysts are just finding out about these companies and the amzn model is looking outdated a little. The problem is that there are technical glitches in the approach that nobody can figure out how to solve. But on the surface, it looks better than what amzn has.