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


To: Jan Crawley who wrote (4184)5/11/1998 1:21:00 AM
From: Gary Korn  Read Replies (1) | Respond to of 164687
 
Jan,

I just spent a good amount of time on the borders.com site and, well, I've just gotta say: Wow!!! I had only intended to check it out for a second time but I ended up buying a video I'd been looking for and a couple of CDs. And this on a book site!

The borders.com site is tremendously well integrated. Easy to hop from books to music to video and back. The search engine was simple to use and it pulled up what I was looking for every time. On top of the search engine is an easy to use table of contents, for broad search categories.

I highly recommend that people here peruse the borders.com site as you assess whether amzn is or is not a good investment at its current stock price.

The ease with which an entity like Borders can create a site in many ways superior to Amazon's is astounding, and it means that head-to-head competition with the big boys is going to be nasty.

Yes, amazon will remain in business and doubtless will capture more on-line revenues if it can create the same richness, with videos and cds as well as books, as borders (though the margins will remain thin).

But even if amazon can match borders' site (now isn't that an odd statement, given all the hype of amazon being first), so what? It just seems so obvious that in time the stock price will come down to earth and trade not much higher (and perhaps lower) than Borders.

Gary Korn

P.S. I looked, but could not find video sales on AMZN. In contrast, the video search on Borders (I looked for The Music Man, which I wanted for my kids), turned up the movie in VHS, Beta and Laserdisc formats. It was pretty amazing.

P.P.S. I then did a CD search on AMZN for Sophie B. Hawkins. That search turned up no cassette alternatives . In contrast, Borders.com turned up CDs, cassettes and minidisks.



To: Jan Crawley who wrote (4184)5/11/1998 1:52:00 AM
From: Gary Korn  Read Replies (2) | Respond to of 164687
 
Jan,

Further to my last post, between the 3 web-sites (amazon, barnesandnoble and borders), I'd have to say that I prefer borders.

As I said before, it already has music and video on the site. bks has neither. amzn has some music (cd only).

Also, borders is the least cluttered of the sites. Easy to find music, then to switch to video, then to books.

If I were exclusively interested in a book, I'd probably just go to www.asces.com and find the best price.

Gary Korn



To: Jan Crawley who wrote (4184)5/11/1998 5:06:00 PM
From: Olu Emuleomo  Read Replies (1) | Respond to of 164687
 

I am convinced that Amazon is a Long-term short. We just have to watch, wait, and act
accordingly


That's right! The only better short I can see in the long term is CMGI (or KTEL, but no shares to short!)

--Olu E.