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

To: Glenn D. Rudolph who wrote (112377)	12/4/2000 11:59:44 AM
From: H James Morris	Read Replies (2) \| Respond to of 164684

>The world is watching Amazon.com to see if this holiday season spells victory or defeat. "If Amazon were to fail, it would be huge," says Chad Waite, a partner at OVP Venture Partners, and an experienced venture investor. "It would disprove the e-tailer model." Few expect that to happen to Amazon, even if sales don't measure up. The company is simply too big and too close to profitability to fail. (Its book and music stores are turning a profit.) But Waite expects a number of online stores to close their doors after the holidays. "There are e-tailers out there with very, very high expectations for the holiday season because they want to go public next year," he said. "If they aren't going to make their plans, you're going to see more of these lock up the doors and go home in late January and early February. A lot of them aren't going to survive." And many other businesses that looked viable a year ago look ridiculous now that venture capitalists, who supply seed money used to start companies, are growing cautious. Pets.com learned the hard way that selling pet food online doesn't work. It went out of business. "Pet food online is kind of a joke," Waite says. "One of them is too much."

To: Glenn D. Rudolph who wrote (112377)	12/4/2000 2:04:38 PM
From: swimmygoof	Read Replies (1) \| Respond to of 164684

Ok, let's say book revenues are flat. The positives I take from that are (1) it's impressive that DVDs ramped up $100 million a quarter in less than a year (2) Amazon is succeeding in quickly diversifying from the book business. The electronics business will soon surpass Books/CDs/DVDs as the biggest revenue generator. It alone can sustain 50% revenue growth for the next few years. But I will agree to disagree....we'll revisit the topic a year from now. Thanks for the discussion, and Happy holidays to you as well.

To: Glenn D. Rudolph who wrote (112377)	12/4/2000 10:32:26 PM
From: H James Morris	Respond to of 164684

Hey Glenn, I thought we were told Double Click was superbly managed? Well, keep leaning on the leaders. December 04, 2000 01:02 PM PT by Matt Berger Online advertising firm DoubleClick (DCLK) is laying off about 150 employees, or about 8 percent of its workforce, in the wake of what analysts and DoubleClick have predicted to be a slowdown in the online advertising sector. The company said in a statement today that it was realigning its staff of about 2,000 to reflect new changes in its management, which the company announced Nov. 20. In its third-quarter earnings conference call, the company said it expected growth in online advertising to slow and revenues for the fourth quarter to be flat from last quarter.