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

To: Candle stick who wrote (4595)	5/21/1998 12:59:00 PM
From: Oeconomicus	Read Replies (1) \| Respond to of 164684

CS, thanks for the BKS report.<g> Seems people still like bricks and mortar, especially the big ones. The Q-to-Q online growth could be viewed as disappointing, though I think having April rather than January in Q1 may have hurt the Q-to-Q growth compared to AMZN. As I noted before, RK reports 14% less traffic on Amazon.com for April vs. March, so that may have been a weak month for everyone. The other thing to consider is that BKS has only recently geared up its advertising of .com (at least in the papers I read). On one hand, I'd have been happier if online growth was better, but on the other, this report shows that 1) people still like to buy books in stores; 2) BKS certainly isn't suffering under the weight of all those bricks; and 3) perhaps book sales in general are experiencing above trend growth right now. If #3 is correct, then perhaps AMZN's growth is not at the expense of brick and mortar book sellers at all - that is, perhaps their growth is not so much market share growth as overall book market growth, leaving more room for disappointment down the road if overall book sales return to trend. Just a thought. Bob