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

To: Randy Ellingson who wrote (113493)	12/27/2000 4:57:36 PM
From: GST	Read Replies (1) \| Respond to of 164684

Randy -- in the report, aside from declining ad revenue, is there any mention of the relative effectiveness of on-line advertising? It seems to me that it is not that good. TIA.

To: Randy Ellingson who wrote (113493)	12/27/2000 5:35:27 PM
From: H James Morris	Read Replies (1) \| Respond to of 164684

>HJ, I somehow can't imagine Walmart going for that. Can you? Yes! I think Amzn will get out of the retail side of the business. Amzn's strength is its technology. I think its safe to say no other comes close. >As for YHOO+EBAY, I can see that happening but can also see them at loggerheads regarding appropriate valuations for the deal. <g> I agree. I also think Yhoo can stop being a free service to its customers. Which a lot of .coms must address.

To: Randy Ellingson who wrote (113493)	12/27/2000 9:10:27 PM
From: Glenn D. Rudolph	Respond to of 164684

If Glenn is right, the speed with which Walmart figures out online selling is not critical -- they'll get it right eventually, and they never need to worry about raising additional capital. Randy, Wal-mart even had a press release that it was hutting down its on-line site for improvement. The when it was re-opened, Wal-mart had a press release they were not going to heavily promote the site. They are not in a hurry. It is not a big deal at the present time.