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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (3714)	12/6/2000 8:24:57 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 57684

>>selling prce of the toy is no longer an Amazon revenue item. Nor a cost item. It is a total no-lose proposition for Amazon. I read that Toys is probably underwriting the no-shipping-cost promotion on these items, too. Bill, You missed my point which is not a big deal regardless. The article, which I am not going to try and locate now, claimed a study was done and that the increased traffic to the Amazon site was mostly going to the Toys R Us department. There was "rumor" "speculation" that Amazon may not meet their revenue numbers even though site traffic was up. Personally, I believe it is way too early to read anything into Amazon's revenue numbers for this season. There was also two other rumors. One was Amazon was looking to raise cash through Goldman Sachs and the other was the "strike" which I believe is entirley unlikely. All this depressed the stock price yesterday in my opinion. I was not implying the Toys R Us was a good or bad deal. It simply can skew studies when site traffic is measured. Let's find the list of winning stocks and focus there. I will put in my two cents this AM on that.