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


To: Eric D. Moody who wrote (3797)5/1/1998 4:47:00 PM
From: doug doan  Read Replies (1) | Respond to of 164684
 
Barnesandnoble.com vs. AMZN.com

Judging from last week radio blitz, BKS is clearly pushing internet sales more than amzn. This is at least rue on East Coast. Barnesand Noble.com commercials are now impossible to avoid on the am dial. Have not heard a single Amzn add this week but expect them to hit the airwaves soon in response.

Looks to me like a good ol fashion price war is underway. Will be very interested in Barnesandnoble.com's earning to be released soon. I expect them to be growing at a faster rate 50% increase in last quarter but still well below amzn on a qtrly basis.

What is clear is that there is a now genuine war for online market share between these two competitors. More are likely to follow but both amzn and barnesandnoble.com are putting serious effort and money into media campaigns to gain revenue dollars.

How will Amzn do in a price war? Not very well, IMHO.



To: Eric D. Moody who wrote (3797)5/1/1998 4:54:00 PM
From: Mark Myword  Respond to of 164684
 
Eric- Sorry to hear you've lost money - but be patient , this insanity can't last much longer. BTW , you're in excellent company here on this thread ! I'm also down a bit on my short , but plan to add to it in the near future. I am also buying puts whenever the prices are attractive.
Your distribution idea could be a real winner , if done right ; they could offer same - day delivery for in-stock items , and the usual week or so if it came from the warehouse. That way the customer could decide which was more important - speed or price. It could even save folks a trip to the bookstore , as they could check stock online at the nearest location. That's a concept AMZN and the others can't touch -
could be interesting!
Lastly , you are hardly a fool for shorting this and other Internet fantasies - they are the short opportunity of the year , once the BS is over with. Just be glad you're not short K-tel...Ouch! Talk about having your n**s in a vise...painful.



To: Eric D. Moody who wrote (3797)7/22/1998 3:57:00 PM
From: llamaphlegm  Respond to of 164684
 
Eric, William, et al:

Share your enthusiasm for this idea with those who matter:

If you have any additional questions or comments, please email us at
service@barnesandnoble.com <mailto:service@bnonline.com> . Or, if you
prefer, you may call our Customer Service Center at 1-800-The-Book
(1-800-843-2665). Customers living outside of the United States may
contact us at 201-750-4426. Customer Service Representatives are
available to assist you 7 days a week from 9:00 a.m. until 9:00 p.m.,
ET.

Thank you for shopping at barnesandnoble.com! Please visit us again
soon.

Sincerely,

Stephanie

Customer Service Representative
barnesandnoble.com
World's Largest Bookseller Online
AOL keyword: barnesandnoble
barnesandnoble.com <http://www.barnesandnoble.com>

Perhaps someone would be kind enough to post the relevant feedback numbers and emails for borders?

LP