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

To: Glenn D. Rudolph who wrote (108778)	9/22/2000 10:46:58 AM
From: Bob Kim	Read Replies (1) \| Respond to of 164684

Glenn, You and McNamee might have something in common. He used to be a big proponent of Macs. I don't know what his current preference is. Several years ago, Chip Morris, the tech fund manager at TRowe Price, told me that McNamee was abandoning Macs. When I asked McNamee about it, he told me Morris was dreaming. Morris also told me that NetWare would rule the world.

To: Glenn D. Rudolph who wrote (108778)	9/22/2000 10:58:18 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Glenn, lets not let this be the Roger the Dodger thread but this will give you the flavor of what he thinks. >Ten years ago, the smart companies were the ones that had a good business strategy and then applied technology to leverage that business strategy. Today the game is completely different. The best companies look at the available technologies and then modify their strategy to take maximum advantage of the available technology. That’s really what Amazon.com did. They figured out that you could use Internet technologies to connect consumers to the data base and distribution capabilities of large distributors. Once they figured out what could be done with that technology, only then did they decide what markets they will focus on and what products they will sell. It would not be completely incorrect to say that the choice of books as the first product was an afterthought. They were not booksellers by nature. Jeff Bezos’s great insight was that the Internet allowed you to completely change the distribution channels for retail products to consumers. And he picked books because books were one of the categories that were particularly poorly served by the traditional retail channels—there were so many books, and the stores could not hold them.