Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Glenn D. Rudolph who wrote (113457)	12/27/2000 11:56:15 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Look at this. >Amazon.com (AMZN: news, msgs) lost 3 percent to $16.50. In a note to clients outlining his predictions for 2001, Scott Reamer, an analyst at SG Cowen, said he wouldn't be surprised to see Amazon and Wal-Mart announce a wide-ranging partnership. Amazon would be Wal-Mart's partner in online order taking, processing and fulfillment while Wal-Mart will give Amazon access to low-cost inventory. Reamer also said that he wouldn't be surprised if Yahoo and EBay (EBAY: news, msgs) announce a "full blown merger." As advertising continues to deteriorate, Yahoo needs to diversify its revenue stream while EBay needs a partner that can help it penetrate the international markets. EBay (EBAY: news, msgs) fell 3.4 percent to $33.50. After relying on viral marketing efforts, the online auction company has reportedly rolled out its first nationwide television advertising campaign. "They've said that 2001 would be a year in which they'd consider a meaningful TV campaign," said David Ricci, an analyst at William Blair & Co., who noted that EBay's total consolidated sales and marketing expenses for 2000 is $150 million. While roughly 15 percent of this budget will go towards marketing EBay's offline divisions, such as Butterfield & Butterfield, or EBay's fixed-priced business Half.com, the remainder should be sufficient enough to support a meaningful national advertisement campaign, said Ricci. Yahoo (YHOO: news, msgs) gave up 6 percent to $29. Shares surged 15 percent on Tuesday after the company said that volume on its shopping site nearly doubled from last year's holiday season. Bluelight.com, Yahoo's and K-mart's online venture, reported a 1,000 percent increase in sales from the year-ago period and said sales in December increased 40 percent from November.