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

To: Glenn D. Rudolph who wrote (105450)	6/25/2000 10:56:00 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 164684

I am going to throw a question back at you. How do you see Amazon creating a positive bottom line when they must always continue to market heavily to keep and grow revenue? Let's keep in mind there is no impulse walk in traffic. No drive by traffic seeing their sign on one of their brick and mortar stores. No easy way to sell slow moving merchandise using visual aids. I'll take the easy way out and say that Amazon won't always have to market heavily to keep and grow revenue. I know that's maybe not helpful, but I see them becoming a convenient answer to the "I want to buy such-and-such now, and want to buy it over the web, so I browse over to..." There's no reason they can't offer close-out items as impulse purchases at their own virtual check-out line. The little ad that shows one or two specials on the checkout web page perhaps? I doubt that route will be as effective as the time spent waiting in a real checkout lines (I hate lines). I saw you said that $4B wouldn't do it, but do you think there's a critical annual sales level at which Amazon can suddenly post a consistent profit? Randy

To: Glenn D. Rudolph who wrote (105450)	6/26/2000 3:29:00 PM
From: Mudlogger	Read Replies (2) \| Respond to of 164684

Marketing on Internet Television and Radio Last I heard (from a CNBC Report) was that Buy.com is an acquisition candidate and not likely to receive enough capital to continue on its own. I agree that retailers will soon dominate the etail business, but in traditional fashion as the internet moves to television and radio. A major consolidation effort is going on in the streaming media area, from which internet television and radio will evolve. I see a lot of retailers striking deals with the leaders in this area in the near future. The internet allows spontaneous buying with simply a credit card application, but most consumers don't like to purchase most items over the internet, the exception being CDs and DVDs. Therefore the advantage goes to retailers who will likely use the internet for gimics to get consumers into their store as well and spontaneously purchasing on line. Buy.com use to advertise at Real.com in the Take5 section competing against Globalmedia.com but seems to have disappeared. Globalmedia.com looks to be one of the consolidation leaders in that space, building an advertising base with traditional broadcasters. This should be very attractive to retailers. Companies such as Globalmedia.com should start to make their move in the Fall, as more and more consumers start to acquire high speed internet access to make streaming media a viable source for advertising. Check out GLMC and the Broadmark capital recommendation on the GLMC subject board.