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

To: Michael Coley who wrote (1993)	3/5/1998 8:25:00 PM
From: LoLoLoLita	Read Replies (1) \| Respond to of 164684

Ken, I've got the margin, and I'm short AMZN, and ready to ride it it all the way up to 100 if necessary. IMHO, this is a much better short than RMBS because AMZN has not (yet) had the sharp selloffs that RMBS has had to shake loose some of the fruits off the trees. BTW, I'm very happy with shorting XCIT @ 49 3/4 the other day, and not too worried about shorting YHOO @ 73 What goes up will come down, eventually. Now if I can only sell some more AMZN @ 80+ ... Once Barnes and Noble and Borders get a good web presence, and a web marketing strategy tied into their stores, AMZN will lose customers like crazy. Hey, look at Victoria's Secret and the tie-in between their stores and their mail order. If you want to go in to the store and try it on, you can. After that, when you know what fits, you can order it from the catalog. People just love to browse a bookstore. Half the time, the things they buy they had no idea they wanted when they walked in. I see tremendous potential for Barnes and Noble and Borders to use the net effectively to get rid of their overstock and remainders at a big discount, with targeted e-mail price lists for people who browse their sites and sign up for the "weekly specials." Think about how supermarkets draw people in with things on sale, at or below cost. AMZN can't do that for long without racking up a heck of a lot of debt because they don't have a lot of excess inventory. David