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

To: H James Morris who wrote (107570)	8/26/2000 8:09:45 PM
From: Randy Ellingson	Read Replies (1) \| Respond to of 164684

This article is silly. And who would really want Walmart to take over Amazon anyway -- that would be the end of the beginning. How do Amazon.com and Walmart compare on the global brands list? Randy

To: H James Morris who wrote (107570)	8/26/2000 10:12:16 PM
From: Victor Lazlo	Respond to of 164684

<<STREET HASSLE. To widen the field beyond the world's No. 1 and 2 retailers, Amazon's market cap would have to fall significantly -- probably to around $2 billion (or more than an 80% drop, to about $5.50 a share), say consultants.>> Message 14264996 <<Some retail-industry experts think the end of Amazon's grand experiment is in sight. "My assessment is extremely gloomy," says Kurt Barnard, president of Barnard's Retail Trend Report newsletter. If by the fourth quarter of this year, a booming holiday season doesn't lift it into the black, "then I think Amazon's goose is cooked," he says. >> AMZN has enjoyed the fever-pitch peak years of lavish consumer spending for the last three years. They obviously have never endured a recession or an earthquake, but they did survive a couple of big hurricanes (this is no joke- who's buying books online throughout the high-population, lower Eastern seaboard when they're trying to survive and recover from a hurricane?). Now, though, credit rates are rising, new home starts in July fell 11%, consumer spending is slowing fast, and I think this Christmas retail will be flat, except for a few specific products like dvd players and maybe the new Sony PS. AMZN will not impress this Christmas, imho. <<If Amazon stays independent, it would have to go through a massive restructuring, many observers believe. Friedman thinks it would have to become a group of very focused companies. For example, it could break down into a fiction bookstore, a college bookstore, and a B2B-tools company. "It would need to become highly specialized in a narrow marketplace where it would not have to discount merchandise," he says. >> This is total BS. AMZN would fail that way, as well. There are fierce competitors in all these spaces. There are no more pipe-dream business models for AMZN to try out. Their time is up. I think maybe Thomas Friedman is smoking some wacky tobaccy ! Victor