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

To: doug doan who wrote (1507)	2/10/1998 5:52:00 PM
From: the Druid	Read Replies (1) \| Respond to of 164684

Thank you for a well reasoned reply. One more factor I consider is the competition from BKS and the upcoming BGP internet ventures. There are also numerous other on-line book sellers like bookpool offering even steeper discounts. I am staying with my shorts.

To: doug doan who wrote (1507)	2/10/1998 6:27:00 PM
From: Tom D	Read Replies (1) \| Respond to of 164684

<<...if AMZN was able to demonstrate a reasonable path to earnings within the next 12 months...>>> Management has publicly stated that they are sacrificing earnings in order to maximize market share. It is evidenced in the millions they are spending on advertising and promotions. I agree with this strategy and think it speaks well of mgm't. My focus will be on revenues (actual vs. projected) and revenue growth, especially compared to their on-line competitors. Best Regards, Tom D