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To: Glenn D. Rudolph who wrote (10794)	5/11/1998 12:58:00 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 27307

Glenn, I sent you the DLJ report. You are a retailer, so you are better-equipped to argue fine points of retailing in this forum than I. My feeling from your reply to me, though, is that you are looking at Amazon through conventional (brick and mortar) glasses because you are so close to the trade. None of the public's appetites you mentioned in your post have slowed Amazon's growth, and comparing an infant company like Amazon to Barnes and Noble by current revenues doesn't matter. What matters is share. Keep your eye on share. Amazon's share of retail book sales is growing very rapidly. BTW, if anyone wants a free subscription, send an email message to eqinfomail@dlj.com with the phrase "subscribe observer" in the body of the text, or contact your DLJ salesperson. To remove yourself from the subscriber list, send email to eqinfomail@dlj.com with the phrase "unsubscribe observer" in the body of the message.