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

To: Bill Harmond who wrote (118550)	2/25/2001 2:42:56 PM
From: Mark Fowler	Respond to of 164684

Bill i'm going by what my gut is telling me right now and my read on the indices...there maybe something else going on here that possibly we cannot see yet up the road here... I cannot put my finger on it yet?

To: Bill Harmond who wrote (118550)	2/25/2001 5:49:22 PM
From: GST	Read Replies (1) \| Respond to of 164684

"Money is piled on the sidelines" Money is not "piled on the sidelines" -- people now prefer a little savings instead of just piling money into stocks -- it is not piled on the sidelines waiting to rush into stocks -- how absurd.

To: Bill Harmond who wrote (118550)	2/26/2001 12:20:05 AM
From: Glenn D. Rudolph	Respond to of 164684

To: Glenn D. Rudolph who wrote (12366) From: William Harmond Sunday, Aug 2, 1998 9:23 PM ET Reply # of 115255 Amazon's model is much closer to AOL's than to conventional retailers. Amazon is executing much closer to AOL's plan: spend big and grab subscribers first. AOL lost $10 billion to get to its first 10 million members. That's $1,000 each. AOL's market cap is now $25 billion, and AOL is now an unqualified success on the way to immense profitability. That AOL-type model can work for Amazon because of the leverage in online retailing. As Mary Meeker at Morgan Stanley put it, Amazon is "swinging for the fences." If any company can do it they can: Amazon has first-mover advantage, one of the two coolest brands (critical on the Internet), powerful business momentum, increasing leverage with their suppliers, loyal repeat customers, a successful platform for line extensions, and as a friend would say "hard core" management.