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: Randy Ellingson who wrote (93842)	2/17/2000 11:27:00 AM
From: H James Morris	Read Replies (2) \| Respond to of 164684

Randy, >February 17, 2000 MP3.com merger attempt fails MP3.com's announced merger with online event planner seeUthere.com collapsed, but the local music Web site said yesterday it will be the lead investor in seeUthere's next round of financing. The two companies said the merger failed because they could not reach accord on pooling of interests. However, the companies will work with each other to match MP3.com's artist community with seeUthere's event organizing, managing and promoting services.

To: Randy Ellingson who wrote (93842)	2/17/2000 6:37:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 164684

The Motley Fool's research report on Amazon was pretty reasonable IMO. I expected them to be a little more bullish than they were, which is a good start toward optimal objectivity. Randy, I never completed reading the entire report. Do you expect the traditional retailers such as Walmart to win the online retailing market? I.e., do you expect that Walmart or another big traditional will either (a) sell more online than Amazon.com in 2010, or (b) achieve larger profits than Amazon.com through online sales? I anticipate that retailers that are both online and brick and mortar will do well here. It is my opinion this stores that only sell online will likely fail due higher margin products do not sell well online. Online selling is a good thing and will continue to grow but most people will want a brick and mortar counterpart to which they may go to exchange and see some products. These means Amazon will need to open some brick and mortar stores to survive. Retail margins are getting squeezed badly in almost all areas due to the internet. The only real competive advantage is service and although Amazon delivers well, returning or exchanging is a lot of work. My site and store is a much smaller scale but for those purchasing on the net, the first question is can they return or exchange it at my store. Once they receive a yes to this question, they will buy. That does not mean they ever intend to exchange or return but it does mean they would prefer not to ship it back in the event the need arises. Some products I believe do not matter such as music, video, books and other "commodity" type products. Glenn