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

To: Tom D who wrote (1443)	2/5/1998 12:13:00 AM
From: Candle stick	Respond to of 164684

>>>AMZN won. BKS will go through the motions for a while until they realize that they will never achieve the size needed for economies of scale. AMZN has too great of a first-mover advantage. BKS cant dump a hundred million of losses into their internet venture--their financial position is too precarious.<<< Tom, do you make this stuff up as you go along? Sounds like a lot of wishful thinking to me... 1) BKS will go through the motions for a while until they realize that they will never achieve the size needed for economies of scale. Wrong. Barnes and Noble already has achieved economies of scale in the Bricks and Mortar stores. They also buy their supplies(books) cheaper than anyone else, and sell more of them than anyone on earth..... 2)BKS cant dump a hundred million of losses into their internet venture--their financial position is too precarious. Wrong again. Let me refresh your memory. BKS has 2.7 BILLION dollars in sales and AMZN has 130 million (thats an M not a B) in sales for the same period.....BKS could dump 200 million into their internet venture and not even notice its gone.....AMZN is forced to borrow at above market rates just to continue ongoing operations due to their increasing losses. BKS had a PROFIT last quarter. By the way that 2.7 billion in sales by BKS supports a market cap of 2.2 billion dollars for the company. How can AMZN justify a 1.5 billion dollar market cap with just 130 million in sales and NO profits? gets ya thinkin', huh?...........;^)

To: Tom D who wrote (1443)	2/10/1998 10:37:00 PM
From: Tom D	Respond to of 164684

The battle for market share... Sorry I lost this link for a while when I composed post #1443. Here it is... from Red Herring web site redherring.com PANELISTS CONSULT VENTURE ORACLE What's the best bet on the Net? These three insiders should know. By Dan Mitchell January 30, 1998 Sharing the stage for a wide-ranging discussion of the Internet on Thursday at the NationsBanc Montgomery Securities Technology Week conference were John Doerr, partner at Kleiner Perkins Caufield & Byers and perhaps the most famous venture capitalist in the world; Michael Moritz, general partner at Sequoia Capital; and Geoffrey Yang, general partner at Institutional Venture Partners. The high powered paneled held forth on everything from branding to bandwidth: I got my brand on you Mr. Doerr said that branding is crucial online. Of PC Magazine's top 100 Web sites,he noted, 95 are "new brands" and not established business names. He noted the [Kleiner Perkins-funded] success of Amazon.com. The bookseller's market share has increased since rival Barnes and Noble came online, he noted. "Barnes and Noble isn't gonna catch up.... It's over," claims Mr. Doerr. Mr. Yang said the question is "how do you get to critical mass?" It's getting harder. The cost of brand equity, he said, is three or four times what it was just two years ago. Is this just wishful thinking? Any comments from people in the book-selling or internet businesses? Best Regards, Tom D