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


To: H James Morris who wrote (108575)9/19/2000 11:53:20 AM
From: Glenn D. Rudolph  Read Replies (2) | Respond to of 164684
 
Glenn, does Amzn breakdown its referral revenue from the likes of AOL or Yhoo?
I guess what I'm asking is how much revenue might be lost from the Yhoo cancelation?
Btw
BNBN just started to look more attractive, and so does Bert. Unfortunately we can't buy it.:-(


James,

I still own my BNBN from way back. I just wanted a part of that. It is a really small position and is small now than when I first bought it LOL. I see that Apple Computer licensed Amazon's 1 click technology. I was/am livid about that. I wroe an email to them which won't do anything but it made me feel better. Here it is:
"Dear Sir or Madam:

I was just made aware that your firm licensed "1 Click technology" from Amazon. I know my comment will not change your position but I would like to express a view.

I have been a die hard Apple customer since the 128K Mac. I have purchased (most was done prior to you selling on-line) 34 various Macs since its inception for my firm David Jewelers and for my personal use. I have made a purchase of a one or two through your on-line site although my vendor of choice is Macconnection.I use Macconnection since delivery is faster.

In my opinion, one of the worst firms on the face of this earth is Amazon.com. The money raised in the Cayman Islands was/is always a bit mystical among other items such as management's refusal to provide information to their shareholders. I was pleased to see Steve Jobs back at Apple but I believe your firm should be ashamed for paying for "technology" that you and I know should never have received a patent. You are clearly aware you could have still saved addresses, card numbers, etc. and just left the final button "buy" to complete the sale.

This is a qutoe fromt he press release:
"Mitch Mandich, senior vice president of worldwide sales for Apple, said it was Apple that approached Amazon about licensing the
technology because it wanted to offer its customers the easiest possible online shopping experience.

``We think Amazon has great technology in this,'' Mandich said. ``We think 1-Click is a very big differentiator for Amazon, and we want
to continue to improve the Apple (Online) Store, which currently accounts for 25 percent of our revenues.''

Terms of the deal were not disclosed and Amazon declined to say whether the company would pursue additional licensing deals."

I would really appreciate a reply from Mitch Mandich when time permits. I would like to know what his thinking was when in the press release he also stated that:

"Amazon's patented 1-Click technology lets returning customers to an online store complete a
purchase with just a single click, so that they do not have to reenter any credit card or billing information."

since he should know that customers did not have to reenter credit card information etc. without the "1 click."

This is a sad day for Apple Computer in my mind. Terms of the deal were not disclosed. The shareholders of AAPL or AMZN should not know what Apple paid for this? What ever happened to any ethics in the business world?

Very truly yours,

Glenn D. Rudolph, President
David Jewelers

Please visit our web site at:

davidjewelers.com

"



To: H James Morris who wrote (108575)9/19/2000 11:54:13 AM
From: Bob Kim  Read Replies (1) | Respond to of 164684
 
HJ, How are your brokers doing?

Did you know the top II-ranked banking analyst (at ML) has had GS and MWD rated Neutral for 15 months and 10 months, respectively. BTW, I would guess that he pulls in more than HB, plus he has a x-mas tree business on the side.