Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Gorilla Game -- Ignore unavailable to you. Want to Upgrade?

To: RocketMan who wrote (24)	3/30/1998 1:11:00 PM
From: Ralphie	Respond to of 387

i agree...AMZN is an over-hyped player in a commodity mkt. how about the database market? Sybase and informix are clearly monkeys. Oracle is the gorilla, while Microsoft is a chimp. but what happens when the database market becomes inseparable from software and operating systems. i would think that Microsoft's gorilla status in the software market makes ORCL a sitting duck. do you think that ORCL is a local gorilla, but now it is about to get wiped out by the larger software gorilla game?

To: RocketMan who wrote (24)	4/1/1998 11:11:00 AM
From: Jay Rommel	Respond to of 387

Bravo ... on you response to Wizard that is.

To: RocketMan who wrote (24)	4/1/1998 11:34:00 AM
From: Wizard	Respond to of 387

>>A bookstore is about as anti-gorilla as you can get. I agree with you that AMZN isn't a gorilla as defined by the book. However, you don't understand AMZN if you simply call it a bookstore. Books are what it does right now but books are just step 1 in a multi-step strategy. Step 1 relates to mass-market acceptance of the internet/browser as an e*commerce platform. The next steps will be leveraging this platform to other products. Then advertising could contribute. AMZN's margins will be slim but the opportunity is very large. I would not be a big holder of AMZN at these prices but its worth paying attention to....