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

To: Ken Pomaranski who wrote (1923)	3/4/1998 2:27:00 PM
From: Satellite Mike	Respond to of 164684

$70. is looking like a very important support level. Better sell some CDs quick. So, Ken, after the insiders get out to buy some bigger houses, cars, etc...can we count on them to come back at about $15 or $20? By that time we should be cash flow positive. MV BABER

To: Ken Pomaranski who wrote (1923)	3/4/1998 2:35:00 PM
From: Oeconomicus	Respond to of 164684

GDYSIDUUWQ, or whatever that [G]erman company's name was. It is Bertelsmann AG, just a little company with no experience in books or the internet (LOL). To quote a recent AOL press release: "Bertelsmann AG operates as an international media company in dynamic growth markets, occupying top market positions worldwide. About 60,000 employees in more than 300 individual companies provide information, education and entertainment in 50 countries, developing contents and programmes and providing production and other services in the field of media. Sales amount to DM 22.5 billion. The business fields of the company include book clubs, literary and scientific publishing companies, daily newspapers, consumer magazines, trade journals, music and film companies, radio and television stations, Multimedia and Internet online services, printing shops and service companies as well as other technical firms." In fact, when net posters recommend a book, they invariably post the link to the book through AMAZON. Could that have anything to do with the fact that AMZN will pay them a 15% commission (3/4 of their gross profit) to sell books for them? the numbers were meant to be exaggerated to prove my point. Ken, AMZN lost $999 billion last year. It's an exaggerated number, intended to prove my point. Hope it's helpful. Bob

To: Ken Pomaranski who wrote (1923)	3/4/1998 2:42:00 PM
From: doug doan	Read Replies (1) \| Respond to of 164684

Re: Growth Would you be surprised to know that on-line sales of books by BKS is growing faster than similar qtr-qtr sales for AMZN? Does that mute any of your enthusiasm? Would you be as bullish on AMZN if , following release of this qtr's (ends March) numbers that growth in sales for BKS on-line sales exceeds % growth for AMZN? Just curious.

To: Ken Pomaranski who wrote (1923)	3/5/1998 12:27:00 AM
From: Satellite Mike	Respond to of 164684

Exactly, Ken. How could an unknown company with no name recognition possibly compete with Amazon? Besides, they only have 60,000 employees. Maybe Amazon will get control over Bertelmans in some kind of a stock swap. This would stop competition before it starts, nip it in the bud. MV BABER

To: Ken Pomaranski who wrote (1923)	3/5/1998 10:09:00 PM
From: BelowTheCrowd	Respond to of 164684

> in the population of INTERNET users Interesting. My Mom's an internet user and never heard of them. But she passes Barnes and Noble four times a day and has known them for years. Amazon has a tiny percentage of the total book market. To be successful they need to grow that significantly. Which means they need to appeal to the majority of bookbuyers who DON'T know them, but will recognize their compeitor's name when it comes up on a search screen. Going back to my mom. If she types "bookseller" into her search screen and comes up with Amazon or B&N, she's going to choose B&N every time because she knows them and has no clue who Amazon is. If she gets a link to an unknown bookseller (Amazon) she's likely to discount it. What is Amazon doing to make themselves known to the average joe on the street, who just bought a $600 computer do his taxes, play some games and get email? mg