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

To: Glenn D. Rudolph who wrote (107638)	8/29/2000 1:19:44 PM
From: Bob Kim	Read Replies (1) \| Respond to of 164684

Glenn, From HB on the TOY deal: "Strategically, the move signals a shift away from end-to-end vertical integration, in which amazon owns everything and competes with all other major retailers, toward one in which amazon acts as a full-service shopping portal-- similar to AOL or YAHOO shopping, but with fulfillment included. If the company progresses in this direction, we would expect to see more such deals in different categories and, eventually, a separation of Amazon’s site and service organization from its distribution system. We would then expect to see the site valued more like Yahoo!"