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

To: Randy Ellingson who wrote (93521)	2/14/2000 7:34:00 PM
From: Bearded One	Read Replies (1) \| Respond to of 164684

I skimmed it. So far the biggest howler is this one: Economies of Scale: Because the company is the largest online retailer, it should realize economies of scale. This is a key competitive advantage. 1) The internet is empowering to everyone-- essentially everyone benefits from economies of scales more equally than, say, a manufacturing business. 2) Despite that, Amazon's "economies" of scale hasn't prevented them from losing more money than just about every other internet retailer combined in the last few years. Once again, I see aphorisms masquerading as research and lofty pronouncements that are strangely discontinuous from the underlying realities. Nice color charts, though. And the layout is quite spiffy. It really does look like it was done by a professional who knows what he's doing.

To: Randy Ellingson who wrote (93521)	2/14/2000 8:07:00 PM
From: Victor Lazlo	Read Replies (2) \| Respond to of 164684

So, Randy, with all that going for it, why is amzn stock going down? Didn't everyone on earth recommend AMZN "strong buy" of late? Aren't they now profitable? Isn't the emporer wearing clothes now, I mean REALLY wearing clothes ?? Why is amzn stock going down? I don't understand. Is it a "first-mover," "land-grab" thing, or is it now the "marathon" race? The analysts keep talking differently. I don't understand. Why are the fools sticking by this sinking ship? OOhh, my portfolio is so small, and the market is soooo big! Victor

To: Randy Ellingson who wrote (93521)	2/14/2000 8:42:00 PM
From: H James Morris	Read Replies (2) \| Respond to of 164684

Randy, NO!! I'm not going there. If you think I give a shit about what the Fool thinks your crazy. These clowns wouldn't know what to do in a down market. Why? Because they've never been through one. Btw Take your pick on this weeks IPO's. I've made mine. Another no-brainer. > Apropos Technology, Inc. Oakbrook Terrace, IL 3,200,000 13 15 44.8 Chase Hambrecht & Quist Choice One Communications Inc. Rochester, NY 7,145,000 15 17 114.32 MSDW Chordiant Software, Inc. Cupertino, CA 4,500,000 8 10 40.5 Robertson, Stephens Eloquent Inc. San Mateo, CA 4,500,000 10 12 49.5 Piper Jaffray Inforte Corp. Chicago, IL 2,000,000 23 25 48 Goldman Sachs LendingTree, Inc. Charlotte, NC 3,650,000 10 12 40.15 Merrill Lynch SAVVIS Communications Corp. Reston, VA 17,000,000 22 25 399.5 Merrill Lynch/ MSDW VantageMed Corp. Rancho Cordova, CA 3,000,000 10 12 33 Advest Inc VarsityBooks.com, Inc. Washington, DC 4,075,000 12 14 52.975 Robertson, Stephens